Insurance Advisor - Full - Time

Insurance Advisor & Inside Sales Representative | Optiom Inc. | 3 days in office) | Full-Time, Permanent |

You pick up the phone — and you mean it.

Maybe that's keeping their coverage because you helped them understand its real value. Maybe it's a new policy because you listened to what they actually needed. Optiom is a specialty insurance MGA, fully backed by Aviva Canada, protecting Canadians through vehicle warranties and replacement insurance distributed through dealerships and brokers coast to coast. We are Calgary-based, growing fast, and looking for an Inside Sales & Account Management Representative to join our retention and loyalty team.

You'll have targets, techniques, and support — but the outcome depends on your ability to genuinely connect and problem-solve in real time.

OLEPI — Expiring Policy Outreach: Dealer Suite Welcome Calls: Outbound welcome calls to customers who recently purchased a Dealer Suite product in Ontario, confirming suitability, answering questions, and building confidence in their coverage before a cancellation thought even forms.

Handling inbound inquiries and making outbound calls to existing and prospective policyholders to activate new policies. Active Alberta Level 1 General Insurance License — or a real plan to obtain it within 90 days (we cover the fees)

• 1–3 years in a customer-facing inside sales, retention, or service role in insurance, financial services, or a related field
• A telephone presence that's confident, empathetic, and professional — never scripted-sounding
• Strong attention to detail in policy records, call tracking, and written notes
• CRM proficiency and the ability to learn Optiom's quoting and policy platforms quickly
• Bonus Points For

Experience in a retention or cancellation-save role — you already know what it takes to keep a customer who has decided to leave

Familiarity with automotive F&I products, dealer-embedded insurance, or extended warranty

Awareness of OMVIC-regulated communication standards or Ontario insurance compliance requirements

Bilingual English/French

Founded in BC in 2008 and headquartered in Calgary, we distribute vehicle warranty and replacement insurance through a national network of more than 330 dealerships and 900 broker offices, with over 600,000 policies sold to date. We combine the energy of a specialty shop with the governance, resources, and stability of an Aviva company — Driven by Aviva.