Insurance Broker - Sales Focused - Remote - Specialty Lines

Obvi Inc.; Remote; CAD 45,000 - 60,000; Full time

Job summary

A growing insurance company based in Alberta is seeking an Insurance Broker to provide tailored insurance solutions while delivering exceptional service. You'll work closely with customers using modern tools to ensure their needs are met throughout the policy lifecycle. The role provides a flexible, primarily remote working environment, ideal for tech-savvy individuals who thrive on customer interaction. Join us to significantly impact the insurance industry and build lasting client relationships.

Benefits

Flexible working environment

Ongoing training

Opportunities for career growth

Qualifications

• Valid General Level 1 Insurance Licence in Alberta.
• Strong communication and interpersonal skills.
• Proficiency with modern software tools.
• Self-motivated and organized in a remote environment.

Responsibilities

• Guide customers through tailored insurance solutions.
• Engage customers using digital tools.
• Maintain accurate records and customer engagement.
• Track sales activity and customer inquiries.

Skills

Communication skills

Interpersonal skills

Consultative sales mindset

Proficiency in Microsoft 365

Self-starter

Problem-solving skills

Organizational skills

Customer service focus

Education

General Level 1 Insurance Licence

Tools

Microsoft 365 (Outlook, Teams, Excel)

CRM/BMS platforms

Job description

In your position as a broker team member, you will play a key role in guiding customers through tailored insurance solutions while delivering an exceptional, transparent buying experience. You will work closely with senior management and the sales team, using modern digital tools to engage customers, explain coverage options, and support them throughout the policy lifecycle, including claims navigation.

Obvi offers a flexible, primarily remote work environment with opportunities for in-office collaboration. This role is ideal for a motivated, tech-savvy broker who enjoys high-volume customer interaction and thrives in a growing, niche insurance business.

Core Responsibilities

• Proficient in modern sales methods and consultative selling techniques
• Highly proficient with computer software, including systems such as Microsoft 365 (Outlook, Teams, Excel) and various CRM/BMS platforms
• Self-starter and task-oriented with motivation to connect with a high volume of inbound customers by phone/email/sms each day
• Ability to understand and assess the needs of the customer
• Capability of understanding and explaining insurance offerings and providing the appropriate coverage solutions
• Strong problem-solving and excellent organizational skills with the ability to manage multiple tasks and priorities.
• Familiarity with the automotive market and vehicles is an asset, enabling you to better understand customer needs and tailor solutions.
• Maintain a courteous and customer-first focus to deliver exceptional customer service and sales experiences
• Answer customer inquiries through phone, online chat, and email
• Keep informed and have deep knowledge of our products and services
• Gather complete and accurate information from customers to ensure timely follow-up and provide the most appropriate product offerings
• Maintain a close attention to detail with accurate and thorough records
• Build and maintain strong client relationships to support retention and referrals
• First point of contact for claims inquiries before they are assigned to an adjuster (Training on claims processes will be provided)

Reporting & Systems

• Use and maintain company CRM and broker management systems to track leads, sales activity, and customer engagement
• Provide key insights and observations to management to maximize results and drive engagement
• Track and report customer engagement using various software systems
• Maintain accurate records and documentation in accordance with internal processes and regulatory requirements

Qualifications & Requirements

• Valid General Level 1 Insurance Licence in the provinces where Obvi operates
• Strong communication and interpersonal skills with a consultative sales mindset
• Proficiency with modern software tools, including Microsoft 365 (Outlook, Teams, Excel) and CRM/BMS systems
• Self-motivated, organized, and capable of managing multiple priorities in a remote environment
• Comfortable engaging with dozens of customers daily via phone and digital channels
• Familiarity with the automotive market is considered an asset

Why Join Obvi?

• Obvi specializes in extended auto warranties and replacement auto insurance, giving you a focused product set that’s genuinely valuable to customers.
• Enjoy the autonomy and flexibility of working primarily from home, with the support of a collaborative team and occasional in-office connection.
• You’ll see the direct results of your work from lead engagement to policy binding and customer satisfaction.
• We value your feedback and actively encourage input to help shape processes, products, and customer experience.
• We provide ongoing training on products, systems, and processes so you can focus on selling confidently and supporting customers effectively.
• We are expanding across Canada, creating opportunities for increased responsibility, specialization, and long-term career growth.

Summary

As an Insurance Broker, you will be instrumental in providing clients with tailored solutions while delivering exceptional customer service. Reporting to the Sales Manager, you will leverage your core skills in communication and sales to build strong client relationships and drive sales. Success in this role hinges on building trust with customers through clear communication, product knowledge, and responsive support throughout the quoting, binding, and claims journey. Join our team to make a significant impact in the insurance industry.

Education Required

• Insurance License
• Insurance License Level 1