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Associate Insurance Advisor Jobs in Okotoks, AB (NOW HIRING)

As a Commercial Insurance Associate, you'll build relationships with new and existing clients ... Apply today for the Commercial Account Advisor opportunity at our Calgary - Fisher branch!

As a Commercial Insurance Associate, you'll build relationships with new and existing clients ... Apply today for the Commercial Account Advisor opportunity at our Calgary - Fisher branch!

In this role, you will help wealth advisors to stand out by offering exceptional customer service ... Two years of relevant experience in the banking ("back office"), insurance, and/or financial ...

In this role, you will help wealth advisors to stand out by offering exceptional customer service ... Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and ...

In this role, you will help wealth advisors to stand out by offering exceptional customer service ... Two years of relevant experience in the banking ("back office"), insurance, and/or financial ...

In this role, you will help wealth advisors to stand out by offering exceptional customer service ... Two years of relevant experience in the banking ("back office"), insurance, and/or financial ...

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Associate Insurance Advisor information

What does an associate insurance advisor do?

An Associate Insurance Advisor helps clients understand and select insurance policies that best fit their needs, such as life, health, auto, or home insurance. They assess clients' financial situations, provide information on different insurance options, and assist with policy applications and claims. Additionally, they may help with policy renewals, answer client questions, and ensure compliance with insurance regulations. Their role is both advisory and sales-oriented, requiring strong communication and customer service skills.

How does an associate insurance advisor typically collaborate with senior advisors and other team members?

Associate Insurance Advisors often work closely with senior advisors, underwriters, and customer service representatives to deliver comprehensive solutions to clients. They assist in preparing policy proposals, conducting client research, and ensuring accurate documentation. Regular meetings and open communication with the team are essential, as associates frequently support senior advisors in client meetings and follow-ups, helping to foster a collaborative environment that ensures clients receive tailored coverage and excellent service.

What are the key skills and qualifications needed to thrive as an associate insurance advisor, and why are they important?

To thrive as an Associate Insurance Advisor, you need a solid understanding of insurance products, risk assessment, and typically a relevant license such as a provincial insurance license. Familiarity with customer relationship management (CRM) software, quoting tools, and underwriting systems is also important. Strong interpersonal skills, attention to detail, and effective communication help build trust and rapport with clients. These competencies are crucial for accurately addressing client needs, ensuring regulatory compliance, and driving business growth.

What is the difference between Associate Insurance Advisor vs Insurance Agent?

AspectAssociate Insurance AdvisorInsurance Agent
CredentialsTypically requires licensing and some industry certificationsRequires licensing; certifications vary by region
Work EnvironmentOften works in insurance firms, assisting clients and advisorsWorks independently or for agencies, selling policies directly
Employer & Industry UsageCommonly employed in insurance companies and brokeragesEmployed by agencies or independently selling policies
Search & Comparison IntentPeople compare to understand entry-level roles assisting advisorsPeople compare to understand direct sales roles and licensing

The main difference is that an Associate Insurance Advisor typically supports licensed advisors and may have a more client service-oriented role, while an Insurance Agent directly sells insurance policies to clients. Both roles require licensing, but their responsibilities and work environments differ, with the Associate Insurance Advisor often acting as a stepping stone within the industry.

What is the minimum qualification for becoming an associate insurance advisor?

To become an associate insurance advisor, candidates typically need a high school diploma or equivalent. Some employers may prefer or require relevant coursework or prior experience in insurance or sales, and obtaining industry certifications can enhance job prospects.

What cities near Okotoks, AB are hiring for Associate Insurance Advisor jobs?

Cities near Okotoks, AB with the most Associate Insurance Advisor job openings:

Senior Associate - Insurance Litigation

Calgary, AB • Hybrid

Full-time

Medical, Dental, Vision, PTO

Re-posted 3 days ago


Job description

Clyde & Co has an opening for a Senior Associate with experience in insurance defense and coverage. As a lawyer at our Firm, you will engage in matters involving all aspects of litigation including advising clients, examinations for discovery, commercial litigation, mediations, arbitrations, trials and appeals. You will have the opportunity of working as part of a collegial team in one of the leading international law firms in the insurance market, while further developing your career.
Hybrid work mode with a minimum of two days at the Calgary office.
Key Responsibilities

  • Provide legal analysis and advice in the area of insurance defense and coverage.

  • Conduct research and provide analysis.

  • Draft pleadings, motion materials and factums, as well as pre-trial memorandums and mediation briefs.

  • Prepare correspondence to counsel opposite and clients.

  • Prepare for and attend discoveries and mediations.

  • Appear in court to argue motions or other adjudicative hearings.

  • Attend Alberta or other Canadian Bar Association events for the purpose of professional and business development opportunities.

  • Perform certain tasks related to practice management.

  • Meet other related business needs or priorities as they may arise from time to time.

Essential Skills & Experience

  • Graduate from a recognized University / Common Law School with a license to practice law the Province of Alberta or another Canadian Province as a member in good standing with the Law Society of Alberta or another Provincial Law Society.

  • 5+ years of relevant experience in private practice or in-house legal practice, with a focus on commercial litigation and insurance law.

  • Exceptional legal writing and communication skills.

  • Sound judgement and legal reasoning, excellent analytical skills and creativity in solving problems.

  • Demonstrated ability to develop strategies, present a clear plan to the client, and communicate instructions rigorously and precisely.

  • Proven advocacy talent.

  • High integrity and intellectual rigor.

  • Strong interpersonal skills.

  • An entrepreneurial spirit and keen interest in building client relationships.

  • Able to work independently, as well as in a team.

Why Join Us?

At Clyde & Co, we believe in supporting your professional growth while ensuring you have the flexibility and benefits you need to thrive. Here's what you can look forward to:

  • Hybrid Work Flexibility - Enjoy a perfect balance between remote and in-office work.

  • Flexible Paid Time Off - Associates are trusted to use their professional judgment to take paid time off as needed.

  • Performance Bonuses - In addition to annual performance-based bonuses, our monthly bonus plan gives you the opportunity to earn up to $2,000 per month!

  • Referral Rewards - Earn generous bonuses for introducing talented colleagues to our team.

  • Mentorship & Career Growth - Access strong mentorship, global training programs, and career development support.

  • Engaging Culture - Participate in exciting social events, volunteer and community service initiatives, and professional development opportunities.

  • Inclusive Parental Leave - Six months fully paid, for all parents regardless of gender or path to parenthood.

  • Global Mobility Program - Participate in client-facing events across North America and explore our international offices.

  • Career Development: Access regional and global associate training and career development programs.

  • Comprehensive Health Benefits - Medical, dental, and vision coverage for you and your family.

  • Robust Disability Coverage - Comprehensive short-term and enhanced long-term disability plans.


The Firm


When you work at Clyde & Co, you join a team of 500 partners, 2,400 lawyers, 3,200 legal professionals and 5,500 people in nearly 70 offices and associated offices worldwide. Our values are the principles that guide the decisions we make, unite us in our endeavours and strengthen our delivery, for both our clients and our firm. We work as one, excel with clients, celebrate difference and act boldly. We are committed to operating in a responsible way by progressing towards a diverse and inclusive workforce that reflects the communities and clients it serves. We are devoted to providing an environment in which everyone can realise their potential, using its legal and professional skills to support its communities. We do this through pro bono work, volunteering and charitable partnerships, and minimising the impact it has on the environment, including through our commitment to the SBTi Net-Zero standard and the setting of ambitious emissions reduction targets.


Our Commitment


Clyde & Co is proud to be an equal opportunities employer. Our values encourage us to support fairness, celebrate diversity and prohibit all forms of discrimination in the workplace to allow everyone to excel at work. Therefore, we welcome and encourage all applications from suitably qualified individuals, regardless of background or identity. Learn more about our interview process.


A Note on Privacy


Please take a moment to read our privacy notice. This describes what personal information Clyde & Co (we) may hold about you, what it's used for, how it's obtained, your rights and how to contact us as a data subject.

If you are submitting a candidate as a Recruitment Agency Partner, it is an essential requirement and your responsibility to ensure that candidates applying to Clyde & Co are aware of this privacy notice.

This is the job description as constituted at present; however, Clyde & Co reserves the right to reasonably amend it in accordance with the changing needs of the business.