Insurance Advisor, Personal Lines

Job No: 266517
Location: Calgary, Alberta

  • An exceptional company with a firm commitment to its people, culture, and the community!
  • Become a key part of a forward-thinking, inclusive, and diverse team that values every perspective
  • Earn a competitive salary of $65,000+, depending on experience, plus commission, and comprehensive benefits! 

About CJ Campbell Insurance

Join a legacy of trust at CJ Campbell Insurance, where integrity has thrived since 1912. Founded by Charles John Campbell, we have evolved from a partner in Graham Hamilton and Campbell to a thriving entity, incorporating in 1925. In today's dynamic insurance landscape, our professional brokers lead the way. We engage deeply with our clients, evaluating their risks comprehensively.

At CJ Campbell, we pride ourselves on knowing our clients – their family, passions, and dreams. This personalized approach empowers us to craft insurance strategies tailored just for our community. Proud members of the Insurance Brokers Association of Canada, we stand as a beacon of reliability. Experience a partnership that goes beyond insurance; it’s about safeguarding dreams.

To learn more about us, please visit: cjcampbell.com

About the Opportunity

CJ Campbell Insurance has an exciting opportunity for a full-time Insurance Insurance Advisor, Personal Lines, based in Calgary, Alberta, with a hybrid work model available after orientation.

In this position, you will be primarily responsible for managing a personal lines book of business, managing renewals, endorsements and writing new business along with all other customer service elements.

Your responsibilities include, but are not limited to:

  • Providing exceptional customer service to create engaged customers and drive organic growth through cross-selling and upselling based on individual needs
  • Taking ownership of customer issues and ensuring problems are resolved promptly
  • Maintaining accurate records and documenting customer service actions and discussions in the broker management system
  • Collaborating with New Business, Renewal Review, and Administrative teams to foster an environment of encouragement and empowerment
  • Staying informed of industry developments and applying best practices for continuous improvement
  • Managing resources effectively and utilizing assets to meet both qualitative and quantitative goals
  • Organizing workflow efficiently, prioritizing tasks to maintain orderly operations
  • Monitoring insurance claims to ensure they are handled to the satisfaction of all parties involved

More About You

To qualify, candidates must possess at least a Level 1 Alberta Insurance Council (AIC) General Insurance License, with a minimum of 3 years of industry experience. If you have fewer years of experience but the transferrable skills, determination to excel, or CAIB equivalents, we encourage you to apply; we'll assist with license transfers.

The following skills and experience will be strong assets:

  • Demonstrated experience as a customer service manager
  • Familiarity with insurance companies and their portals
  • Experience working with our carriers: Wawanesa, Peacehills, Intact, Aviva, and Travelers (asset)
  • Working knowledge of Applied Epic, Compu-Quote, and MS Office
  • Awareness of the latest technology trends and applications in the industry
  • Superior organizational skills and flexibility to thrive in a fast-paced environment
  • Strong client-facing and communication abilities
  • Advanced troubleshooting and multi-tasking skills
  • Residing within a commutable distance according to business needs

As our ideal candidate, you are attentive to details and prioritize customer satisfaction, ensuring a positive service experience for our clients.

Above all, we value a collaborative and entrepreneurial spirit, eager to drive our business forward while fostering a positive and empathic work environment. The desire to become part of our team, build relationships, respond swiftly and personably, and excel in communication with clients and colleagues is essential!

About the Benefits

In exchange for your hard work and dedication, you will receive a highly competitive base salary of $65,000+ plus commission, negotiable dependent on experience, along with a great host of benefits, including:

  • 100% Employer-covered health and paramedical benefits
  • Generous vacation and personal days allowance
  • Professional and educational development support
  • Opportunities for a flexible work model for the right candidate!
  • Enjoy the Teladoc Health/Best Doctors program – access to swift physical and mental health services!
  • Take advantage of our on-site gym
  • Opportunities to join our collaborative, supportive, and pet-friendly work culture
  • Regular team bonding events such as Cinco de Mayo parties, Halloween, Valentine's Day, Wine Survivor, Christmas potlucks, and more! 
  • Being part of a stable company experiencing growth – operating for over 100 years!

If you are interested in progressing your career with a growing company, apply today! 

Apply Now

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Our Values

People First
We treat ourselves, team members, customers and partners with dignity and respect so we can grow to realize our goals.

Mutual Respect
We have a shared belief in the benefits of appreciating various backgrounds, abilities, viewpoints, ideas, and opinions of others. It is the foundation for shared learning, increased knowledge, and the origin of meaningful communication.

Selflessness
We care deeply about other people's needs and interests, take ownership of our attitudes and behaviours, celebrate success together and supportive when we fail. We are happy when helping others.
CJ Campbell Insurance Ltd