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

Expeditors

Machine Operator/Agent

Calgary, AB · On-site

... chain management is what we do, but at the heart of Expeditors you will find professionalism ... Life and Long Term Disability Insurance * RRSP Retirement Savings Plan * Employee Stock Purchase ...

Hotel Arts Group

Guest Services Agent/Valet

Calgary, AB · On-site

CA$19.25/hr

Manage the front-drive efficiently and effectively and in line with established standards * Valet ... insurance and claims history record. * Position may be subject to a criminal background check.

Million Air

Line Service Ramp Agent

Calgary, AB

Must be able to operate a motor vehicle and be insurable by our insurance company (Requires clean ... Bi-linqual preferred Reporting Relationship This position reports to the Line Service Manager Work ...

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

Insurance Agent Manager information

What does an insurance agent manager do?

An Insurance Agent Manager is responsible for overseeing a team of insurance agents, guiding their sales performance, offering training, and ensuring that company policies and goals are met. They recruit and mentor new agents, help set sales targets, and monitor progress to ensure compliance with industry regulations. Additionally, Insurance Agent Managers analyze market trends, develop strategies to expand the customer base, and handle escalated client issues. Their leadership ensures the agency runs efficiently and meets its financial objectives.

What are the key skills and qualifications needed to thrive as an insurance agent manager?

To thrive as an Insurance Agent Manager, you need a strong background in insurance products, sales management, and regulatory compliance, often supported by a bachelor’s degree and relevant state licensing. Familiarity with CRM software, insurance quoting platforms, and performance tracking tools is essential. Leadership, motivational skills, and effective communication help you build and manage high-performing agent teams. These skills ensure that teams achieve sales targets, maintain compliance, and deliver excellent client service in a competitive market.

What are some common challenges faced by insurance agent managers when leading a team, and how can they effectively address them?

Insurance Agent Managers often encounter challenges such as motivating diverse teams, managing performance, and adapting to changing industry regulations. To address these, successful managers provide ongoing training, set clear goals, and foster open communication. They also use performance metrics to identify areas for improvement and implement coaching strategies tailored to individual agents. Building a supportive team environment and staying updated on industry trends are key to overcoming these challenges and achieving team success.

What is the difference between Insurance Agent Manager vs Insurance Agent?

AspectInsurance Agent ManagerInsurance Agent
CertificationsLicenses required, often managerial certificationsState insurance license
Work EnvironmentOversees team, manages sales strategiesDirectly sells insurance policies to clients
ResponsibilitiesTeam management, training, sales targetsCustomer service, policy sales, client consultations

The main difference between an Insurance Agent Manager and an Insurance Agent is that the manager oversees a team of agents, focusing on leadership and strategy, while the agent directly interacts with clients to sell insurance policies. Both roles require licensing, but the manager typically has additional managerial responsibilities.

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:

Insurance Agent Manager jobs near you

Administrative Assistant and Billing Specialist

Ali Velji - Desjardins Insurance Agent

Calgary, AB • On-site

Full-time, Contractor

Posted 25 days ago

Job description

Administrative Assistant and Billing Specialist - Desjardins Agent Team Member

Location: Calgary - Royal Oak NW 
Type: Full Time

About the Agency

Ali Velji Insurance Agency, Desjardins Insurance Agent, is committed to helping individuals, families, and businesses protect what matters most. We pride ourselves on delivering exceptional customer service, personalized advice, and reliable insurance solutions. As our agency continues to grow, we are looking for a motivated professional who enjoys helping clients and keeping operations running smoothly.

Position Overview

We are seeking an Administrative Assistant and Billing Specialist to join our team. This role combines billing support, client outreach, and administrative responsibilities. You will work closely with clients to address billing inquiries, verify account information, obtain marketing consents, and ensure our records remain accurate and up to date.

The ideal candidate is organized, comfortable speaking with clients by phone, detail-oriented, and passionate about delivering outstanding customer service.

Key Responsibilities Billing Support
  • Respond to client billing inquiries via phone, email, and in person.
  • Explain billing processes, payment options, and account details.
  • Assist with payment arrangements and resolve billing discrepancies.
  • Follow up on outstanding balances and payment-related concerns.
Client Outreach & Record Verification
  • Contact existing clients to verify and update personal and policy information.
  • Obtain and document marketing and communication consents in accordance with company policies and regulatory requirements.
  • Review client records to ensure accuracy, completeness, and compliance.
  • Identify opportunities to improve client contact information and communication preferences.
Administrative Support
  • Maintain accurate client records and documentation.
  • Assist with data entry, file management, and administrative reporting.
  • Support the agency team with day-to-day office operations.
  • Manage inbound communications and ensure client requests are handled promptly.
Customer Service Excellence
  • Build strong relationships with clients through professional, friendly, and proactive communication.
  • Deliver exceptional service while maintaining confidentiality and professionalism.
  • Help create a positive client experience that reflects our agency's values and commitment to service.
Qualifications
  • Previous experience in customer service, billing, collections, administration, or an office support role is preferred.
  • Strong verbal and written communication skills.
  • Comfortable making outbound client calls and handling sensitive conversations professionally.
  • Exceptional attention to detail and organizational skills.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Proficiency with Microsoft Office (Outlook, Word, Excel) and CRM or database systems.
  • Ability to work independently while contributing positively to a team environment.
  • Experience in the insurance or financial services industry is considered an asset.
What We Offer
  • Competitive compensation.
  • Supportive and collaborative team environment.
  • Opportunities for professional growth and development.
  • Comprehensive training and ongoing support.
  • The opportunity to make a meaningful impact on client experiences every day.
How to Apply

If you are a detail-oriented professional who enjoys helping people, building client relationships, and keeping information accurate and organized, we'd love to hear from you.

Please submit your resume and a brief cover letter outlining why you'd be a great fit for our team.

Ali Velji Insurance and Financial Services Inc. 
Desjardins Insurance Agent
Calgary, AB (Royal Oak)

 

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.