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Insurance Agent Assistant Jobs in Calgary, AB (NOW HIRING)

Allstate

Allstate Sales Agent

Airdrie, AB

CA$70K - CA$120K/yr

How you make a difference You'll guide clients through important insurance decisions with ... Allstate Canada Group uses AI technology tools to assist in screening, selecting, assessing, and ...

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Million Air

Line Service Ramp Agent

Calgary, AB · On-site

Greet incoming and prepare departing aircraft * Assist in aircraft movement, placement, and storage ... Must be able to operate a motor vehicle and be insurable by our insurance company (Requires clean ...

Hotel Arts Group

Bell Person / Valet

Calgary, AB · On-site

CA$19.25/hr

Hotel Arts is currently seeking an enthusiastic casual and full time Guest Services Agent/Valet to ... Attend to all guests entering and exiting the lobby, promptly and professionally. * Assist with all ...

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All-Fab Building Components LP

Business Analyst

AB

CA$80K - CA$100K/yr

Accountable to project execution, timelines and success. * Assist in the development of best ... Agent Jobs, Stored Procedures, Functions, etc. * Experience working with Apache Airflow, Data ...

Million Air

Line Service Professional

Calgary, AB · On-site

The ramp agent is responsible for providing efficient service for all internal and external ... Greet incoming and prepare departing aircraft * Assist in aircraft movement, placement, and storage ...

Brookfield Properties

Customer Guide

Calgary, AB

Key Responsibilities: * Assist the community lead in processing agreements, maintaining MLS ... Pet insurance offering * A culture based on our values of Passion, Integrity & Community! #LI-BT1 ...

All JobsInsurance Agent Assistant JobsInsurance Agent Assistant Jobs in Calgary, AB

Insurance Agent Assistant information

What are the key skills and qualifications needed to thrive as an Insurance Agent Assistant, and why are they important?

To thrive as an Insurance Agent Assistant, you need strong organizational skills, attention to detail, and a basic understanding of insurance products, often supported by a high school diploma or relevant experience. Familiarity with insurance management software, CRM systems, and office productivity tools is typically required. Excellent communication, customer service, and multitasking abilities help you support agents and interact effectively with clients. These skills ensure smooth office operations, accurate policy management, and high-quality customer support in a fast-paced insurance environment.

Why do most insurance agents quit?

Many insurance agents quit due to high competition, inconsistent income, and the pressure to meet sales targets. The job often requires strong interpersonal skills, self-motivation, and resilience, which can lead to burnout and turnover if expectations are not managed well.

What is the role of an insurance assistant?

An insurance assistant supports insurance agents by handling administrative tasks such as processing policies, managing client records, and preparing documents. They often use insurance software and need strong organizational skills to ensure smooth operations within an insurance office.

How much do insurance office assistants make?

Insurance office assistants typically earn between $30,000 and $45,000 annually, depending on experience, location, and the size of the insurance agency. Entry-level positions may start lower, while experienced assistants or those with specialized skills can earn higher wages. Some roles also offer benefits such as health insurance and paid time off.

What is an insurance agent assistant?

An insurance agent assistant supports insurance agents by handling administrative tasks such as scheduling appointments, managing client records, and processing policy applications. They often use insurance software and need good communication skills to coordinate between clients and agents. This role typically requires attention to detail and knowledge of insurance policies and procedures.

What are the typical daily tasks and responsibilities of an Insurance Agent Assistant?

As an Insurance Agent Assistant, your daily responsibilities usually include handling client inquiries, processing insurance applications and renewals, preparing policy documents, and maintaining accurate client records. You may also assist agents with scheduling appointments, gathering required documentation, and following up with clients to ensure smooth communication. This role often requires strong organizational skills and the ability to multitask in a fast-paced office environment, as you'll be supporting both agents and clients throughout the insurance process.

What does an Insurance Agent Assistant do?

An Insurance Agent Assistant supports insurance agents by handling administrative tasks, communicating with clients, processing paperwork, and assisting with policy applications or renewals. They often answer phone calls, schedule appointments, and maintain records to ensure efficient office operations. Additionally, they may help explain basic insurance products and gather necessary information from clients, playing a key role in customer service and office organization. Their work allows insurance agents to focus on selling policies and meeting clients’ needs.

What is the difference between Insurance Agent Assistant vs Insurance Broker?

AspectInsurance Agent AssistantInsurance Broker
CredentialsTypically no licensing required, but some knowledge of insurance preferredLicensed to sell insurance products in specific states
Work EnvironmentOffice setting, supporting insurance agentsIndependent or agency-based, advising clients directly
Employer & Industry UsageInsurance agencies, carriers, or brokeragesIndependent brokers or agencies representing multiple insurers
Common Search & ComparisonSupport role assisting agentsClient-facing role selling insurance policies

Insurance Agent Assistants primarily support licensed insurance agents with administrative tasks, while Insurance Brokers actively sell insurance policies and advise clients. The main difference lies in licensing requirements and client interaction, with agents focusing on support and brokers on direct sales and consultation.

What are the most commonly searched types of Insurance Agent jobs in Calgary, AB? The most popular types of Insurance Agent jobs in Calgary, AB are:
What are popular job titles related to Insurance Agent Assistant jobs in Calgary, AB? For Insurance Agent Assistant jobs in Calgary, AB, the most frequently searched job titles are:
What job categories do people searching Insurance Agent Assistant jobs in Calgary, AB look for? The top searched job categories for Insurance Agent Assistant jobs in Calgary, AB are:
Insurance Agent Assistant jobs near you
Regional Finance Representative

Regional Finance Representative

Rocky Mountain Equipment

Calgary, AB

Full-time

Medical, Dental, Retirement, PTO

Posted 27 days ago

Job description

JOB TITLE: Regional Finance Representative

POSITION TYPE: Permanent – Full time 

LOCATION: Balzac, AB

REPORTING TO: General Manager, Operational Support

Rocky Mountain Equipment (RME) is a powerful network of agriculture, construction, rental, and recreational markets. As one of Canada’s largest equipment dealers, RME delivers solutions that maximize uptime, productivity, and profitability through expert service, innovative tools, and a customer-centric approach. As Western Canada’s trusted equipment and business partner, RME stands Right by You™, fulfilling our commitment to deliver product and support services for the hardworking families in Western Canada who build our communities and feed the world.

As a Regional Finance Representative, you have the opportunity to finance equipment for purchases and provide value added opportunities for warranty, insurance and maintenance products, while at the same time, generating profit for the company. In this role, you will work directly with sales department and customers to provide financing solutions.

Job Duties and Responsibilities Include:

  • Receive requests from salespersons or Managers regarding rates, options, payments, payouts, loan structures, and leases for all used and new whole goods.
  • Research options that best promote the sale. Offer solutions based on requirements
  • Provide sales teams with loan calculations, extended warranty quotes and promote one or two extra services such as extended warranty or maintenance plans
  • Once salesman finalizes the sales, communication with the customer is necessary to finalize the loan package so that the salesman can focus on the next sale. 
  • Gather personal information to complete the loan.
  • Verify rates and terms, offer life insurance on and physical damage insurance (CNH only), extended warranty and maintenance plans. 
  • Request who their Farm Insurance Agent is so that addition and release is obtained. 
  • Receive questions on extended warranty and other options.
  • Travel to locations within assigned territory to take part in sales meetings, meet with customers, offer solutions to sales teams, present documents and take part in conquest customer strategies and meetings on an as required basis.
  • Monitor the sold reports for lien search purposes, ensure liens are released
  • Monitor opportunity provided by the salesman to know how many deals the finance office is actually receiving and how many opportunities were missed. Opportunity lost for each sale. 
  • Consolidate FCC, CNH, Agricredit, National standard and unpublished rates and provide monthly recap of these quotes to offer as a sales tool for the salesperson
  • Monthly review of P&A prospects and accounts from CNH – split this out per province and per store. Highlight high rates or interest waivers coming due in coming months, review with salesman. Each salesman within the region now has a monthly report for prospects for new machines. 
  • Promotion and development of a standard warranty program; work with sales team to promote warranty sales
  • Training and development with all sales, parts and service personal to educate on finance and insurance opportunities.
  • Assist with training and development of new F&I department staff
  • Work closely with Finance Coordinator to ensure all required documentation, including certificates of insurance are submitted on time to avoid any penalties. 

Job Requirements and Qualifications Include:

  • Minimum 5 years’ experience in a relevant and related finance role
  • Post-secondary education in Business Finance or related field
  • Knowledge of lending, lien searches, life insurance, and warranty
  • Advanced problem-solving skills required
  • Extreme attention to detail
  • Strong mathematical and financial calculation skills
  • Advanced computer skills (MS Office Suite & Typing)
  • Exceptional communication and relationship management skills
  • Proficient time management skills
  • Agricultural industry experience an asset 
  • Sales experience an asset 

We offer an exceptional compensation structure including lucrative commissions, health benefits including health, disability and dental coverage, paid family health days over and above vacation and Group Retirement Plan and more.

We thank all applicants for their interest; however, only candidates selected for an interview will be notified. 


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