Insurance Advisor

AMA - Alberta Motor Association; Lethbridge; On-site; CAD 40,000 - 65,000; Full time

Job summary

An established industry player is seeking a passionate individual to join their insurance team. This role involves engaging with members to provide tailored insurance solutions and ensuring exceptional customer service. The company values cultural fit and offers training for those new to the industry. You'll have the opportunity to build meaningful relationships while helping clients protect what matters most. With a focus on career development and a supportive work environment, this position is perfect for someone eager to grow and make a difference in their community.

Benefits

Customizable Benefits

Retirement Savings Program

Discounts on Services

Paid Vacation

Volunteer Day

Flexible 'Me Day'

Qualifications

• 6 months of insurance-specific or sales/customer service experience.
• Grade 12 diploma or equivalent is required.

Responsibilities

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

Skills

Customer Service

Sales

Insurance Knowledge

Relationship Building

Organizational Skills

Education

Grade 12 Diploma

Post-Secondary Education

CIP Designation

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, please start by thoroughly reviewing the following Alberta Insurance Council (AIC) links;
• Requirements for Certification - License Application Checklist.
• How to Apply for a General or Adjuster License - https://www.abcouncil.ab.ca/wp-content/uploads/How-to-apply-for-a-General_Adjuster-License.pdf. (Please consider page 14)
  

What You'll Get

• A competitive salary with customizable benefits and an outstanding Retirement Savings Program.
• Great discounts on AMA services including memberships, insurance, travel and more.
• A work environment that prioritizes learning opportunities and career development, with dedicated learning time.
• Paid vacation and other paid time off including a Volunteer Day and a flexible “Me Day”.
• We’re Albertans protecting Albertans, and by joining our locally-based insurance company, you’ll be helping your neighbours protect what matters most.
  
  

Work Model

In-Office

We thank all applicants for their interest; however, only those selected for an interview will be contacted.