A.M. Financial Matters Inc.
Job Summary:
Job Description:
Are you an experienced, Licensed General Insurance professional who enjoys taking care of clients—but is feeling disconnected in a corporate environment?
We’re a locally owned and operated insurance practice in Charlottetown, and we’re looking for a General Insurance Associate to join our close‑knit team. This role is ideal for someone currently working at a brokerage or large insurer who values relationships, professionalism, and being part of a workplace where people genuinely matter.
The Role
- Provide sales and service support for personal lines insurance (auto and home)
- Advise clients on coverage options that genuinely fit their needs
- Handle policy changes, renewals, endorsements, and billing inquiries
- Identify cross‑sell opportunities while maintaining a client‑first approach
- Work collaboratively with Advisors and support staff in a respectful, team‑based environment
- Maintain accurate documentation and comply with underwriting and regulatory guidelines
What We’re Looking For
- Active General Insurance License (PEI) – required
- 2+ years of experience in personal lines insurance (broker or agency setting)
- Strong product knowledge and confidence handling client conversations
- Likes the challenge of team goals
- Professional, reliable, and detail‑oriented
- Owns a reliable vehicle and willing to do client property inspections
- Comfortable using insurance and CRM systems (Salesforce experience is an asset)
- Someone who values accountability, mutual respect, and a positive workplace culture
Why Join Our Team
- Local ownership with a hands‑on leader who knows the business and cares about her team
- A professional, drama‑free environment where your work is noticed and appreciated
- Stable book of business — no high‑pressure sales culture
- Competitive compensation and benefits package based on experience
- Ongoing training and support
- Work‑life balance and a supportive office atmosphere
Additional Information
- This role involves direct client contact and requires strict confidentiality.
- Criminal record and consumer history checks apply as a condition of employment.
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How to Apply
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