Insurance Specialist

4 weeks ago


Calgary, Canada Inspired HR Ltd Full time

Inspired HR is partnering with a Wealth Management company in South Calgary on hiring a seasoned Insurance professional.


This role offers you a unique opportunity to not only provide exceptional service to our clients but also play a key role in expanding our business.


What You’ll Do:

  • Provide expert guidance on life insurance products, including term, whole, and critical illness insurance, tailored to meet our clients' unique needs.
  • Manage the entire application process, ensuring the accuracy and completeness of all documentation.
  • Utilize CRM systems for tracking, quoting, and reporting.
  • Evaluate insurance applications to determine appropriate coverage.
  • Process policy changes and claims efficiently and accurately.
  • Build and maintain strong relationships with clients by delivering superior service and support.
  • Collaborate with our team of Financial Advisors, serving as a trusted advocate and leveraging your expertise to enhance client satisfaction.

What You’ll Need:

  • Over 5 years of professional experience in the insurance industry.
  • Deep knowledge of various insurance products, including individual and group plans.
  • Exceptional interpersonal and communication skills.
  • Proven ability to multitask and prioritize in a fast-paced environment.
  • Strong problem-solving skills and attention to detail.
  • A collaborative spirit and the ability to engage with a team professionally.

Why join?

  • Opportunity for Growth: Your role will be instrumental in driving the expansion of our business, offering vast opportunities for personal and professional development.
  • Dynamic Team Environment: Work with a team of dedicated professionals who are passionate about making a difference in our clients’ lives.
  • Commitment to Excellence: Be part of a company that prides itself on service excellence and client success.

Ready to make a significant impact with a leading company? Apply today and help us shape the future of insurance here



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