Insurance Advisor Level 1

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

Benefits offered by this job

Competitive salary

Flexible benefits

Employer retirement savings

Travel & insurance discounts

Free travel medical insurance

Professional development

Paid vacation & personal days

Volunteer Day

Me Day

Flexible work models

Job summary

AMA - Alberta Motor Association is seeking a customer-focused professional to identify insurance needs, explain coverages, and support client inquiries. You’ll play a pivotal role in helping Albertans protect what matters with a focus on service excellence.

Ideal candidates have a high school diploma and at least 6 months in sales or customer service, with potential licensure support for insurance qualifications. In-office role with comprehensive benefits.

Qualifications

• High school diploma or equivalent required; CIP designation considered an asset.
• At least 6 months of sales and/or customer service experience (insurance experience is a plus).
• General Insurance Certificate of Authority Level 1 required; company will support training and licensure.

Responsibilities

• Identify clients' insurance needs and advise on suitable products and coverages.
• Explain pricing clearly, empathetically, and professionally to clients.
• Support existing clients with policy questions and updates.
• Proactively follow up on leads and inquiries to generate new business.
• Build lasting relationships to retain clients and understand evolving needs.

Skills

People skills

Sales experience

Customer service

Communication

Education

High school diploma

CIP designation

Job description

A _ customer service _ JOB THAT _ opens doors _

The Opportunity

Seeking a career full of new challenges and opportunities to grow? This could be the fresh start you're looking for!

You're already a sales superstar and customer service wiz, but you're looking for a little more. Bring your skills to the world of insurance and know that every day you'll be offering Albertans peace of mind and helping protect what's important to them.

Prior insurance experience is an asset, but cultural fit is key, so we're willing to cover the cost of your licensing and provide lots of in-house training to set you up for success.

A Place to Belong

AMA is more than a workplace; it's a family. Together, we help protect the things that matter most to our more than one-million members - everything from roadside safety to retail savings, food security to childhood well-being. And with operations that span automotive, registries, travel, insurance and more, the opportunities to grow with us are almost limitless!

Building on a century of proud service in Alberta communities, we're passionate about making a meaningful difference in the places where we live and work. And that all begins with our people. As part of the AMA team, you'll enjoy:

• Competitive salary and flexible benefits
• Employer-paid retirement savings program
• Employee-exclusive discounts on travel, insurance, memberships, and more
• Free travel medical insurance for you and your immediate family
• Ongoing professional development
• Paid vacation and personal days, including a Volunteer Day and Me Day
• Flexible work models that make sense for your lifestyle

Who You Are

• You're the ultimate people-person who's great at making connections.
• You enjoy the thrill of a sale, working towards goals and hitting targets.
• You're passionate about finding the right solutions to fit client needs.
• You genuinely care about helping others and providing outstanding customer service.
• You get that even the smallest detail can make a huge difference in someone's life.
• You're ultra-organized and always on time because you know it's important to clients.
• You want a career that will allow you to grow.

How You'll Make an Impact

• Report to Manager, Insurance Agency.
• Help clients identify their insurance needs and advise on products and coverages.
• Effectively articulate the value of our products and explain pricing in a simple, empathetic, and professional manner.
• Support existing clients with questions and updates to their policies.
• Proactively follow up on leads and client inquiries to drive new business.
• Build relationships with clients to stay informed of their ever-changing needs and retain their business.
• Deliver a TYLF (treat you like family) experience in all interactions with clients and co-workers.

What You Bring to the Table

• You have a high school diploma or equivalent (bonus points for related post-secondary education and/or industry certifications like a CIP designation).
• You have at least 6 months of sales and/or customer service experience (even better if it's insurance-related). Experience in a call center, retail, or financial services is a strong asset.
• This position requires a General Insurance Certificate of Authority Level 1. But don't worry! If you don't already have one, we'll help you earn one and support you with in-house training. See what's involved.

Belonging Matters Here

AMA is committed to providing an inclusive, respectful, and accessible environment. If you require an accommodation at any time during our recruitment process, please contact [e-mail]. We'll work with you feel supported throughout your journey with us.

WORK MODEL

In-Office

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