Insurance Advisor

AMA - Alberta Motor Association; Calgary; On-site; CAD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a passionate individual to join their insurance team. This role focuses on providing exceptional customer service and sales support, helping members find the right insurance solutions tailored to their needs. With a strong emphasis on relationship-building, the successful candidate will engage in meaningful conversations that lead to member satisfaction and informed buying decisions. The company values cultural fit and offers training and licensing support, making this an excellent opportunity for those eager to grow in the insurance sector.

Qualifications

• 6 months of insurance or sales experience preferred.
• Grade 12 diploma required; post-secondary education is a bonus.

Responsibilities

• Identify members' insurance needs and advise on suitable products.
• Build strong client relationships to ensure member satisfaction.

Skills

Customer Service

Sales

Interpersonal Skills

Organizational Skills

Education

Grade 12 Diploma

Post-secondary Education

CIP Designation

Tools

Presentation Tools

Job description

Our insurance team is looking for someone who enjoys working with people, prides themselves on excellent customer service, and is interested in sales and service within the insurance industry. AMA Insurance is looking for someone who is passionate about helping our members find the right insurance solution to fit their needs. The successful applicant will help us promote AMA Insurance products and provide advice to our members to help them protect the things they care about most. Cultural fit is important to us, and that's why we are willing to help license (bonus points if you have prior insurance experience) and train the right individual!

WHAT MOVES YOU

• You’re the ultimate people person who’s great at making connections.
• You genuinely care about people and you only offer our members products that will really make a difference in their life.
• You are passionate about sales and customer service… you can’t imagine doing anything else!
• You know your stuff when it comes to personal insurance and you like to stay on top of the latest products and services.
• You get that even the smallest detail can make a huge difference in someone’s life.
• You understand the importance of being organized and on time (because you know it’s also important to our members).

WHAT YOU’LL DO

• Report to Manager, Insurance Agency.
• Identify members’ insurance requirements and provide or advise on the products and services they may need.
• Build relationships with clients to stay informed of their ever-changing needs and use various customer service skills to promote the retention of existing members.
• Demonstrate a desire to engage in customer-focused conversations that will lead to member satisfaction and/or a buying decision.
• Use various tools and presentation styles to promote our products and services.

WHAT YOU’VE DONE

• You have a grade 12 diploma or equivalent.
• Bonus points if you have a related post-secondary education and/or a CIP Designation.
• You have at least 6 months of insurance-specific experience, or equivalent in sales and/or customer service experience.
• You have your level General Insurance Certificate of Authority Level 1. If not, we’ll help you earn your license.