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Insurance Associate Level 1

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A.M. Financial Matters Inc.

by A.M. Financial Matters Inc.

Job Summary:

  • Location: Charlottetown, PEI
  • Salary Range: $40,000 - $50,000 per year
  • Remote Work: On-site
  • Full-time, Permanent
  • Hours: 37.5 hours per week
  • Expires: Expires 2026-05-04
  • Vacancies: 1 Vacancy
  • Experience: Min Experience: 1 - 3 years
  • Education: Min Education: Secondary
  • Job ID: #435803

Job Description:

Insurance Associate I

A.M. Financial Matters Inc.

A locally owned Co‑operators agency

At A.M. Financial Matters Inc., we’re proud to be a small, locally owned agency serving our community with care, integrity, and long‑term relationships in mind. We believe great insurance advice starts with genuinely understanding people — our clients and our team. If you value teamwork, balance, and working in an environment where your contribution truly matters, we’d love to meet you.

What you’ll do

As an Insurance Associate, you’ll play a key role in helping our clients protect what matters most:

  • Build trusted relationships while selling and servicing auto and home insurance products
  • Listen first, then recommend coverage options tailored to each client’s needs
  • Identify opportunities to cross‑sell products and services that genuinely benefit clients
  • Complete front‑line risk assessments and follow underwriting guidelines
  • Contribute to shared team goals focused on service excellence and sustainable growth
  • Respond to client questions and concerns with care, professionalism, and ownership

What it’s like to work with us

  • You’ll work in a supportive, close‑knit team where collaboration is valued over competition
  • Client confidentiality and professionalism are core to everything we do
  • Rewarded for your efforts – bonuses and commissions on top of base salary
  • This role involves direct interaction with clients and service providers, sometimes off‑site
  • A valid driver’s license, vehicle, and insurance may be required
  • Employment is conditional on a Criminal Record and Consumer History background check

You’ll thrive here if you:

  • Take pride in helping people and stay positive when working through challenges
  • Communicate clearly, warmly, and confidently with clients and teammates
  • Manage your time well and stay focused on delivering excellent client experiences
  • Are committed to learning, improving, and growing your skills
  • Enjoy being part of a team where everyone supports one another’s success

What you’ll need

  • A General Insurance License (or willingness to obtain one within two months)
  • Ongoing compliance with provincial licensing and continuing education requirements
  • At least one year of sales, service, or related business experience (preferred)
  • Knowledge of auto and property insurance products is an asset, but we’ll support your development

What we offer

  • A welcoming, locally rooted workplace where your voice is heard and appreciated
  • Training and development opportunities with one of Canada’s Best Employers
  • Meaningful opportunities to give back to our community
  • Competitive compensation including base salary plus bonuses and commissions and a comprehensive benefits program

Salary is $40,000 – $50,000 annual, plus commissions, bonuses

If you’re looking to step away from a large corporate environment and work with a team that truly values relationships — with clients and colleagues alike — we’d love to hear from you.

Tagged as: 63100

Essential Skills:

  • Computer Use
  • Oral Communication
  • Problem Solving
  • Soft Skills:

  • Attention to Detail
  • Desire to Learn
  • Effective Communication
  • Team Oriented
  • Hard Skills:

  • Customer Service
  • Insurance Services
  • Sales
  • Digital Skills:

  • Microsoft Outlook
  • Salesforce
  • Languages:

  • English

  • Notice: This job posting was posted directly by the employer on WorkPEI. The Province of PEI has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.

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