Insurance Advisor - Call flow

at  Alberta Motor Association

AMA:

YOU’RE ALL ABOUT going THE extra MILE.
Posted: 2024-04-11
Closing: Until Filled
Location: Fort McMurray, In-centre

*THIS POSITION IS PART OF OUR CALL FLOW TEAM. APPLICANTS MUST BE FLEXIBLE TO WORK DAY TIME SHIFTS, MONDAY THROUGH FRIDAY WITH ROTATIONAL SATURDAYS*

Need a fresh start? Looking for a challenging career? Want to be part of an AMAzing team?
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 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)