Insurance Advisor – Level 1
| Company | AMA |
|---|---|
| Location | Lethbridge, AB, Canada |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad |
Requirements
- You have a grade 12 diploma or equivalent.
- 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.
Responsibilities
- 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.
Preferred Qualifications
- Bonus points if you have a related post-secondary education and/or a CIP Designation.
- Bonus points if you have prior insurance experience.