Insurance Agent

Job summary

Assess client needs, recommend suitable insurance and financial products, prepare tailored proposals, and handle inquiries, policy reviews, applications, and claims support. Maintain accurate records, build client relationships, participate in local outreach, and collaborate with internal teams and insurance partners to ensure compliance and consistent service.

Job details

Company Description TrustWise Insurance Inc. provides a wide range of insurance and financial products to individuals, families, and businesses in Beaumont and surrounding Alberta communities. Offerings include life, disability, critical illness, group insurance, travel and visitor insurance, health and dental plans, and investment-related products such as RRSP, RESP, FHSA, TFSA, and segregated funds. The company is supported by experienced, licensed insurance advisors who focus on customized, affordable plans and transparent claims assistance. TrustWise Insurance Inc. works with trusted insurance carriers to deliver reliable coverage and local, community-oriented support. Role Description The Insurance Agent is a part-time, hybrid role based in Beaumont, AB, with a mix of in-office client meetings and work-from-home responsibilities. The agent will consult with clients to assess their needs, recommend suitable insurance and financial products, and prepare tailored proposals. Day-to-day tasks include handling inquiries, conducting policy reviews, processing applications, and supporting clients throughout the claims process. The role also involves maintaining accurate records in company systems, building lasting client relationships, and participating in local outreach or networking activities to grow the client base. Collaboration with internal teams and insurance partners is expected to ensure compliance with guidelines and consistent service quality. Qualifications Strong Insurance Sales and general Insurance knowledge, with the ability to match products to client needs. Experience in Insurance Brokerage or working with multiple carriers, including understanding of policy structures and underwriting processes. Foundational Finance skills to explain savings, investment, and retirement products clearly and responsibly. Excellent Customer Service skills, including active listening, clear communication, and empathy in client interactions. Valid insurance license for Alberta, or eligibility and willingness to obtain licensing within a defined timeframe. Proficiency with basic office software and CRM tools, and strong attention to detail in documentation and follow-up. Ability to work independently in a hybrid setting, manage a part-time schedule, and prioritize multiple client requests. Previous experience in personal lines, life and health insurance, or financial services is an asset; multilingual communication is a plus.

What you’ll do

Assess client needs, recommend suitable insurance and financial products, prepare tailored proposals, and handle inquiries, policy reviews, applications, and claims support. Maintain accurate records, build client relationships, participate in local outreach, and collaborate with internal teams and insurance partners to ensure compliance and consistent service.

Requirements

Candidates need strong insurance sales and product knowledge, customer service and communication skills, foundational finance knowledge, and experience with brokerage or multiple carriers. An Alberta insurance license is required, or candidates must be eligible and willing to obtain one within a defined timeframe; proficiency with office software and CRM tools is also expected.

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Compliance · Preferred
• Communication · Preferred
• CRM Tools · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Insurance Sales
• Insurance Knowledge
• Insurance Brokerage
• Product Recommendations
• Policy Reviews
• Underwriting
• Financial Products
• Customer Service
• Active Listening
• Communication
• Client Relationship Building
• Claims Support
• Recordkeeping
• CRM Tools
• Compliance
• Time Management

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support