Insurance Advisor

AMA - Alberta Motor Association; Calgary; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading insurance provider is seeking a passionate individual to join their team in Calgary, focusing on customer service and sales. The role involves advising members on insurance needs, ensuring satisfaction, and fostering relationships. Successful candidates will have a Grade 12 diploma and may receive assistance to obtain their insurance license.

Qualifications

• Grade 12 diploma or equivalent required, with post-secondary education as a bonus.
• 6 months of insurance-specific experience or equivalent in sales/customer service is essential.
• Willingness to earn a General Insurance Certificate of Authority Level 1.

Responsibilities

• Identify insurance requirements and advise on products.
• Build client relationships to promote retention.
• Engage in customer-focused conversations for member satisfaction.

Skills

Customer service

Sales

Communication

Organization

Education

Grade 12 diploma or equivalent

CIP Designation (bonus)

Related post-secondary education (bonus)

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 passionate about helping our members find the right insurance solutions to fit their needs. The successful applicant will help 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 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 only offer products that will really make a difference in their lives.
• 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 stay updated on the latest products and services.
• You understand that even small details can make a huge difference in someone’s life.
• You recognize the importance of being organized and punctual, as it’s also crucial to our members.

WHAT YOU’LL DO

1. Report to the Manager, Insurance Agency.
2. Identify members’ insurance requirements and advise on suitable products and services.
3. Build relationships with clients to stay informed of their changing needs and use customer service skills to promote retention.
4. Engage in customer-focused conversations to ensure member satisfaction and facilitate buying decisions.
5. Utilize 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 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.
• You hold your Level General Insurance Certificate of Authority Level 1. If not, we’ll help you earn your license. Please review the Alberta Insurance Council (AIC) links below:
• Requirements for Certification - License Application Checklist
• How to Apply for a General or Adjuster License (see page 14)