Insurance Agent

TrustWise Insurance Inc; Beaumont; Hybride; CAD 28 000 - 39 000; Temps partiel

Résumé du poste

TrustWise Insurance Inc. in Beaumont, AB, is seeking a part-time Insurance Agent to join a hybrid team. The role combines in-office client meetings with work-from-home responsibilities to provide tailored insurance and financial product recommendations.

You will consult with clients, assess needs, prepare proposals, and process applications while supporting claims, maintaining records, and building lasting client relationships within the local community.

Qualifications

• 5+ years in insurance or financial services preferred.
• Licence for Alberta or eligible to obtain within defined timeframe.
• Strong client-facing communication and listening skills.
• Ability to work independently in a hybrid setup and manage a part-time schedule.
• Experience with multiple carriers and policy structures is an asset.
• Proficiency with CRM tools and basic office software.

Responsabilités

• Consult clients to assess needs and recommend suitable products.
• Prepare tailored proposals and process applications.
• Handle inquiries and conduct policy reviews.
• Support clients through the claims process and maintain records.

Connaissances

Insurance Sales

Insurance Knowledge

Brokerage Experience

Finance Basics

Customer Service

Alberta License

Outils

CRM software

Office software

Description du poste

Company Description

TrustWise Insurance Inc. provides a wide range of insurance and financial products to individuals, families, and businesses in Beaumont and surrounding Alberta communities. Offerings include life, disability, critical illness, group insurance, travel and visitor insurance, health and dental plans, and investment-related products such as RRSP, RESP, FHSA, TFSA, and segregated funds. The company is supported by experienced, licensed insurance advisors who focus on customized, affordable plans and transparent claims assistance. TrustWise Insurance Inc. works with trusted insurance carriers to deliver reliable coverage and local, community-oriented support.

Role Description

The Insurance Agent is a part-time, hybrid role based in Beaumont, AB, with a mix of in-office client meetings and work-from-home responsibilities. The agent will consult with clients to assess their needs, recommend suitable insurance and financial products, and prepare tailored proposals. Day-to-day tasks include handling inquiries, conducting policy reviews, processing applications, and supporting clients throughout the claims process. The role also involves maintaining accurate records in company systems, building lasting client relationships, and participating in local outreach or networking activities to grow the client base. Collaboration with internal teams and insurance partners is expected to ensure compliance with guidelines and consistent service quality.

Qualifications

• Strong Insurance Sales and general Insurance knowledge, with the ability to match products to client needs.
• Experience in Insurance Brokerage or working with multiple carriers, including understanding of policy structures and underwriting processes.
• Foundational Finance skills to explain savings, investment, and retirement products clearly and responsibly.
• Excellent Customer Service skills, including active listening, clear communication, and empathy in client interactions.
• Valid insurance license for Alberta, or eligibility and willingness to obtain licensing within a defined timeframe.
• Proficiency with basic office software and CRM tools, and strong attention to detail in documentation and follow-up.
• Ability to work independently in a hybrid setting, manage a part-time schedule, and prioritize multiple client requests.
• Previous experience in personal lines, life and health insurance, or financial services is an asset; multilingual communication is a plus.