Insurance Advisor, Level 1

AMA - Alberta Motor Association; Camrose; On-site; CAD 40,000 - 50,000; Full time

Job summary

A regional insurance company seeks a dedicated individual to join their insurance team in Alberta. The successful candidate will provide exceptional customer service while promoting and advising on insurance products to fit members' needs. Ideal applicants will have strong sales and interpersonal skills, a minimum of 6 months in a related field, and a willingness to obtain necessary certifications. This in-office position offers 37.5 hours of work per week.

Qualifications

• A minimum of 6 months in insurance, sales, or customer service.
• Possession of General Insurance Certificate of Authority Level 1 preferred.

Responsibilities

• Identify members’ insurance requirements and advise on appropriate products.
• Build relationships with clients to ensure member retention.
• Engage in customer-focused discussions to facilitate buying decisions.

Skills

Customer service

Sales skills

Interpersonal skills

Detail-oriented

Insurance knowledge

Education

Grade 12 diploma or equivalent

Related post-secondary education or 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)

*The hours of work for this position is 37.5 hours per week within the hours of business operations. We are currently open from 9am to 6pm Monday to Friday and 9am to 5pm Saturdays

Work Model

In-Office

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