Licensed Insurance CSR

Action Insurance Group - Calgary, AB (30+ days ago)

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Job Description

Action Insurance Group- Calgary and Strathmore, AB

We are seeking Customer Service Representatives to work closely with a Personal Lines Broker in our Calgary and Strathmore offices. We have immediate openings in both offices.

As a level 1 licensed insurance broker, you will have the following responsibilities;

  • Working hand in hand with the Senior Personal Lines Broker
  • Working with existing clients to renew policies and ensure they continue to get the coverage they need for the best value
  • Servicing clients' needs, including needs assessment, recommending solutions, answering inquiries and processing endorsements and renewals
  • Managing accounts receivable and collections

This is a customer service and sales role, so the most important qualification is to have an outstanding attitude towards our clients, with a friendly and a welcoming disposition. Your role is a trusted adviser to our valued customers. Other qualifications include:

  • Level 1 Insurance Broker License
  • 1-2 years minimum experience
  • Experience with software systems TAM, CQ would be preferred, but not required
  • Highly organized and efficient. Strong analytical and organizational skills. Self-starter and commitment to continual learning
  • High degree of professionalism, diplomacy and integrity
  • Excellent customer service and conflict resolution skills
  • Ability to work in a fast-paced environment, under pressure and deadlines
  • Dependable and Punctual,Self-motivated while still being a team player

Job Type: Full-time Position (Monday to Friday), 8:30 – 5:00pm

Location: Calgary, AB

Salary: Negotiable - Dependent on experience

License: Level 1 (Required)

Experience: 1-2 years in insurance

Benefits: After 90 days

Job Types: Full-time, Permanent


  • Level 1 (Preferred)