Insurance Advisor

Insurance Advisor & Inside Sales Representative  |  Optiom Inc.  |  Calgary, AB

Driven by Aviva  |  Calgary, AB (Hybrid — min. 3 days in office)  |  Full-Time, Permanent  |  

You pick up the phone — and you mean it.

Not because a script tells you to, but because you actually want to find the right outcome for the person on the other end. 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. Either way, you get it done, you log it right, and you move to the next call. That's what this role is.

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.

What You'll Be Doing

This role covers four core functions — you'll move across all of them every day:

• Cancellation Saves: Taking calls from policyholders who want to cancel, understanding why, and winning back their confidence in their coverage. 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: Proactive outbound calls to policyholders whose coverage is expiring soon. Your job is to re-engage them on value, overcome objections, and drive renewal decisions. Volume matters here — so does conversion.


• 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.


• Inside Sales — Inbound & Outbound: Handling inbound inquiries and making outbound calls to existing and prospective policyholders to activate new policies. You'll quote, educate, and close.

Across all four: you'll track your activity accurately, write thorough interaction notes, and hit your daily targets without being asked twice.

You Bring

• 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


• Comfort with high-volume outbound calling and objection handling in a target-driven environment


• 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


• Self-directed work habits — you manage your own queue, hit your targets, and flag issues before they become problems

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


• Previous MGA or broker channel experience


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


• Bilingual English/French

Who We Are

Optiom Inc. is a specialty MGA and a wholly owned subsidiary of Aviva Canada — one of the country's largest and most financially stable insurers. 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.