Personal Lines CSR (Remote)

David Aplin Recruiting; Calgary; Remote; CAD 50,000 - 58,000; Full time

Job summary

A well-established brokerage in Alberta is seeking a motivated Junior Insurance Professional to manage a book of business and provide excellent customer service. The role is fully remote and offers training and mentorship opportunities. The ideal candidate has at least one year of experience in Personal Lines service and holds a valid AIC license Level 1 or 2. Competitive salary and benefits package included.

Benefits

Base salary between $50,000 – $58,000

Health benefits

Flexible remote work

On-the-job training

Opportunities for advancement

Qualifications

• Minimum 1 year of experience at a brokerage in Personal Lines service.
• Must have valid AIC license Level 1 or 2.
• Willingness to learn insurance terminology and products.

Responsibilities

• Assist existing clients with their insurance needs.
• Answer incoming phone calls and provide support.
• Help create and produce new insurance policies.
• Identify opportunities to offer additional coverage options.
• Maintain up-to-date client records.

Skills

Strong communication skills

Customer-focused attitude

Interpersonal skills

Basic computer skills

Education

AIC license Level 1 or 2

Job description

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Are you a motivated and enthusiastic junior insurance professional with a Level 1 or 2 license in Alberta? Are you looking to grow your career at a well-established brokerage? Do you enjoy the service side of the industry? If this sounds like you, keep on reading!

This Personal Lines CSR will help manage a book of business, provide excellent customer service with various inquiries and processing. This role can be fully remote based anywhere in Alberta.

Apply directly or reach out for a confidential discussion with MinJae at 236-427-4932 or [e-mail].
Job ID 281999

Benefits & Perks

• Base salary between $50,000 – $58,000 depending on experience and qualification, plus performance bonus.
• Health benefits, paid vacation, and more.
• Flexibility to work remotely anywhere in Alberta, Calgary preferred.
• On-the-job training and mentorship from experienced insurance professionals.
• Opportunities for advancement and insurance licensing support.
• A collaborative and supportive team environment.

Responsibilities

• Assist existing clients, discussing their insurance needs and helping them with questions or concerns.
• Answer incoming phone calls from clients and provide helpful, professional support.
• Help create and produce new insurance policies under supervision, ensuring all documents are accurate and compliant.
• Identify opportunities to offer and explain additional coverage options to existing clients.
• Assist with routine policy reviews and help process policy renewals.
• Maintain up-to-date client records and support general office administration as needed.
• Learn and apply knowledge of Personal Lines insurance products (e.g., auto, home) and company procedures.

Qualifications

• Minimum 1 year of experience at a brokerage in Personal Lines service.
• Must have valid AIC license Level 1 or 2.
• Strong communication and interpersonal skills.
• Basic computer skills and comfort using email, phone systems, and data entry tools.
• Willingness to learn insurance terminology and products (training provided).
• Customer-focused with a positive, team-oriented attitude.

David Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and charge no fees to apply or engage with our recruiters. Our clients partner with us to help expand and diversify their teams. Please note that all applicants must be legally entitled to work in Canada, including holding any necessary work permits.

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