Insurance Advisor Level 1 — Training & License Covered

Alberta Motor Association; Lethbridge; On-site; CAD 42,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Flexible benefits

Employer-paid retirement savings

Employee discounts on travel,insurance

Free travel medical insurance for you/

Ongoing professional development

Paid vacation and personal days

Volunteer Day and Me Day

Flexible work models

Job summary

Alberta Motor Association (AMA) in Alberta seeks an energetic individual to join our insurance agency team. You’ll help clients identify insurance needs, advise on suitable products, and clearly explain pricing in a professional manner.

We value outstanding customer service and the ability to build lasting relationships. AMA is a family-oriented workplace offering licensing support, in-house training, and ongoing professional development.

Qualifications

• High school diploma or equivalent; post-secondary education or CIP designation is a plus.
• Minimum 6 months of sales or customer service experience; call center/retail/financial services background is a strong asset.
• General Insurance Certificate of Authority Level 1 required or will be supported with in-house training.

Responsibilities

• Report to Manager, Insurance Agency.
• Help clients identify their insurance needs and advise on products and coverages.
• Explain pricing clearly and articulate the value of our products.
• Support existing clients with questions and policy updates.
• Proactively follow up on leads to drive new business.
• Build relationships to retain client business and respond to changing needs.
• Deliver a TYLF (treat you like family) experience in all interactions.

Skills

People skills

Sales ability

Customer service

Communication

Education

High school diploma

Post-secondary education / CIP designation

Tools

General Insurance Certificate of Authority Level 1

Job description

Alberta Motor Association (AMA) in Alberta seeks an energetic individual to join our insurance agency team. You’ll help clients identify insurance needs, advise on suitable products, and clearly explain pricing in a professional manner.

We value outstanding customer service and the ability to build lasting relationships. AMA is a family-oriented workplace offering licensing support, in-house training, and ongoing professional development.