Administrative Assistant and Billing Specialist - Desjardins Agent Team Member
Location: Calgary - Royal Oak NW 
Type: Full Time

About the Agency
Ali Velji Insurance Agency, Desjardins Insurance Agent, is committed to helping individuals, families, and businesses protect what matters most. We pride ourselves on delivering exceptional customer service, personalized advice, and reliable insurance solutions. As our agency continues to grow, we are looking for a motivated professional who enjoys helping clients and keeping operations running smoothly.

Position Overview
We are seeking an Administrative Assistant and Billing Specialist to join our team. This role combines billing support, client outreach, and administrative responsibilities. You will work closely with clients to address billing inquiries, verify account information, obtain marketing consents, and ensure our records remain accurate and up to date.
The ideal candidate is organized, comfortable speaking with clients by phone, detail-oriented, and passionate about delivering outstanding customer service.


Key Responsibilities

Billing Support

Respond to client billing inquiries via phone, email, and in person.
Explain billing processes, payment options, and account details.
Assist with payment arrangements and resolve billing discrepancies.
Follow up on outstanding balances and payment-related concerns.

Client Outreach & Record Verification

Contact existing clients to verify and update personal and policy information.
Obtain and document marketing and communication consents in accordance with company policies and regulatory requirements.
Review client records to ensure accuracy, completeness, and compliance.
Identify opportunities to improve client contact information and communication preferences.

Administrative Support

Maintain accurate client records and documentation.
Assist with data entry, file management, and administrative reporting.
Support the agency team with day-to-day office operations.
Manage inbound communications and ensure client requests are handled promptly.

Customer Service Excellence

Build strong relationships with clients through professional, friendly, and proactive communication.
Deliver exceptional service while maintaining confidentiality and professionalism.
Help create a positive client experience that reflects our agency's values and commitment to service.


Qualifications

Previous experience in customer service, billing, collections, administration, or an office support role is preferred.
Strong verbal and written communication skills.
Comfortable making outbound client calls and handling sensitive conversations professionally.
Exceptional attention to detail and organizational skills.
Ability to manage multiple priorities in a fast-paced environment.
Proficiency with Microsoft Office (Outlook, Word, Excel) and CRM or database systems.
Ability to work independently while contributing positively to a team environment.
Experience in the insurance or financial services industry is considered an asset.

What We Offer

Competitive compensation.
Supportive and collaborative team environment.
Opportunities for professional growth and development.
Comprehensive training and ongoing support.
The opportunity to make a meaningful impact on client experiences every day.


How to Apply
If you are a detail-oriented professional who enjoys helping people, building client relationships, and keeping information accurate and organized, we'd love to hear from you.
Please submit your resume and a brief cover letter outlining why you'd be a great fit for our team.

Ali Velji Insurance and Financial Services Inc. 
Desjardins Insurance Agent
Calgary, AB (Royal Oak)
 
These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

Life Insurance Sales & Service Advisor - Desjardins Agent Team Member
Location: Calgary - Royal Oak NW 
Type: Full Time

About the Agency
Ali Velji Insurance Agency, Desjardins Insurance Agent, is committed to helping individuals, families, and business owners protect what matters most. We take pride in providing personalized advice, exceptional service, and comprehensive insurance solutions that support our clients' long-term financial security.
As our agency continues to grow, we are looking for a motivated and relationship-driven Life Insurance Sales & Service Advisor to join our team.


Position Overview
In this role, you will manage and support an existing portfolio of life insurance clients while actively identifying opportunities to grow the agency through referrals, networking, and community engagement. You will serve as a trusted advisor, helping clients assess their insurance needs and providing tailored solutions to protect their families, businesses, and financial futures.
This position is ideal for a highly motivated professional who enjoys building lasting relationships, delivering exceptional service, and driving sales growth.


Key Responsibilities

Client Service & Relationship Management

Serve as the primary point of contact for an existing portfolio of life insurance clients.
Conduct annual policy reviews to ensure coverage remains aligned with clients' changing needs and goals.
Respond promptly to client inquiries regarding coverage, policy changes, beneficiary updates, and claims assistance.
Build strong, long-term relationships through proactive communication and exceptional service.

Insurance Sales & Business Development

Identify opportunities to cross-sell and up-sell life, living benefits, disability, and other insurance solutions.
Conduct comprehensive needs analyses and provide recommendations tailored to each client's financial objectives.
Generate new business through referrals, networking, community involvement, and proactive prospecting activities.
Develop and maintain a strong pipeline of qualified prospects.

Financial Protection Planning

Educate clients on the importance of life insurance and related protection products.
Present customized insurance solutions that help clients achieve their protection and financial goals.
Guide clients through the application and underwriting process from start to finish.

Documentation & Compliance

Maintain accurate client records and manage activity within the agency CRM.
Ensure all client interactions, applications, and recommendations meet regulatory and company compliance standards.
Stay current on industry trends, product updates, and best practices.


Qualifications

Active Alberta Life Insurance License (required).
Previous experience in life insurance, financial services, or consultative sales.
Strong relationship-building and communication skills.
Proven ability to identify opportunities and generate new business.
Self-motivated with a results-oriented mindset.
Excellent organizational and time-management skills.
Comfortable using CRM systems and Microsoft Office applications.
Ability to work independently while contributing to a collaborative team culture.


What We Offer

Competitive base salary plus commission and bonus opportunities.
Existing client portfolio to service and develop.
Ongoing training, mentorship, and professional development.
Access to industry-leading products and resources.
Supportive team environment with opportunities for career growth.
The opportunity to make a meaningful impact by helping clients protect what matters most.


Why Join Our Team?
At Ali Velji Insurance Agency, we believe in building lasting relationships and making a difference in our clients' lives. If you are passionate about helping people, enjoy consultative sales, and are looking for an opportunity to grow your career with a respected organization, we would love to hear from you.
Apply today and help families and businesses build a more secure future.
 
These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.