Counsellor, Travel Insurance
AMA - Alberta Motor Association · United States · 1 wk ago
RemoteRemoteManagementFull-time
About the role
The Opportunity Are you someone who loves helping people feel confident about their travel plans? Do you have a knack for understanding individual needs and matching them with the perfect insurance solution? If you thrive in a fast-paced, member-focused environment — and you’re energized by delivering exceptional service — you might be the perfect fit for our team.
Responsibilities
- Assess member needs and recommend the most suitable AMA travel insurance products, clearly explaining coverage details, exclusions, and policy requirements.
- Deliver exceptional sales and service across in-person, phone, and online channels, ensuring first-call resolution and timely responses.
- Prepare accurate and complete policy documentation while maintaining strong attention to detail, privacy compliance, and information security.
- Follow AMA Travel policies, procedures, and operational standards, adhering to audit controls, compliance requirements, and quality expectations.
- Build strong, positive relationships with members and travel partners by creating an inviting, “Practically Family” experience and resolving concerns with empathy and professionalism.
- Support business initiatives by participating in call-out campaigns, consumer events, and product or marketing programs.
- Contribute to operational improvements and apply sound judgment to support AMA’s strategic priorities and brand standards.
Requirements
- A high school diploma and at least one year of retail customer service experience; travel or insurance industry experience is an asset.
- Strong knowledge of travel insurance products, reservation systems, and basic accounting principles, with proficiency in Microsoft Office.
- Excellent needs-assessment abilities supported by strong communication, active listening, and customer service skills.
- Demonstrated sales capability and confidence presenting information to members or at events.
- Ability to manage time, prioritize tasks, and adapt effectively in a fast-paced environment.
- Empathy, creativity, and a solution-focused mindset for addressing and resolving member issues.
- Confidence in sharing travel insurance knowledge professionally and accurately.
Qualifications
- High school diploma.
- At least one year of retail customer service experience.
- Travel or insurance industry experience is an asset.
Skills
- Knowledge of travel insurance products, reservation systems, and basic accounting principles.
- Proficiency in Microsoft Office.
- Needs-assessment abilities.
- Strong communication, active listening, and customer service skills.
- Sales capability.
- Time management and task prioritization.
- Adaptability in a fast-paced environment.
- Empathy and problem-solving skills.
- Professional presentation of travel insurance knowledge.
Benefits
- Competitive salary and flexible benefits, including access to health and wellness accounts.
- Employer-paid retirement savings program (with AMA matching).
- Discounts on AMA products including travel, insurance, memberships, driver education, and more.
- Free travel medical insurance for you and your immediate family.
- Unlimited learning opportunities and dedicated development time.
- Generous paid time off including vacation, personal days, a Me Day, and Volunteer Day.
Pay
Competitive salary.
Schedule
Remote work model.