Taking calls from policyholders who want to cancel, understanding why, and winning back their confidence in their coverage
Proactive outbound calls to policyholders whose coverage is expiring soon
Outbound welcome calls to customers who recently purchased a Dealer Suite product in Ontario
Handling inbound inquiries and making outbound calls to existing and prospective policyholders to activate new policies
Quote and bind policies accurately and efficiently across our product suite
Keep client records current and complete in our systems
Collaborate with teammates to share product knowledge, cover volume, and continuously improve how we serve clients
Identify and act on natural opportunities to deepen client relationships

Active Level 1 General Insurance License in Alberta or British Columbia — required at the time of hire
Experience in a client-facing insurance role handling policy inquiries, mid-term changes, and coverage transactions
Comfort and confidence in an inbound environment where quality and accuracy matter more than raw volume
Attention to detail when quoting and binding — you check your work and take ownership of your files
Clear, professional communication in writing and on the phone
A collaborative approach: you share what you know, ask when you are unsure, and step up when it is busy
Experience with specialty or niche insurance products — vehicle protection, warranty, F&I-adjacent lines, or similar (Bonus Points)
Multi-provincial licensing (AB BC, ON) (Bonus Points)
A CIP designation in progress — or interest in pursuing one with our support (Bonus Points)

Comprehensive group benefits: medical, dental, vision, and Employee Assistance Program
3 weeks vacation to start, increasing with tenure per company policy
Employer-supported licensing and continuing education — we cover exam fees and CE credits
Hybrid model: 3 days per week in-office at your primary location (Calgary or Langley)
A team that promotes from within

Insurance Advisor

Key skills