Customer Relationship Coordinator (CRC) & Admin Coordinator

Region:  Southern Alberta

Department:  Local Institutes

Reports to:  Dual Reporting - Director, Institute Operations, and

                     Manager – Insurance Institute of Southern Alberta (IISA)

Job Summary:  This role is half time between two positions, as described below. The Customer Relationship Coordinator (CRC) reports to the Director – Western & Atlantic Operations. This role entails building relationships to promote Insurance Institute products, arranging educational sessions, supporting local institutes, engaging stakeholders, enhancing brand recognition, and participating in industry events. The Office Admin Support role encompasses general office duties such as communication, filing, and accounting, advising students and members, preparing reports, assisting coordinators and committees, managing website product postings, providing friendly service, and fulfilling other assigned tasks as needed.


Customer Relationship Coordinator

  • Accountable for building, maintaining and managing solid relationships in order to drive organizational plans and promote all Insurance Institute products, with a focus on CIP and seminars
  • Arrange both educational and study skills sessions at customer locations or virtually
  • Assist various provincial local institutes across Western Canada with identifying key market segments and trends, developing marketing plans and providing products/services tailored to customer needs
  • Frequent callouts and emails to follow-up on membership renewals, AR’s, student education plans and exams to promote growth and customer retention
  • Increase Institute brand recognition and enhance reputation in the marketplace
  • Attend and support local Institute and industry events where required (may include evenings or weekends)

Office Admin Support

  • General office duties, including communicating through phone and email, processing courier/mail, general filing, general accounting duties, ordering office supplies
  • Advising students and members regarding educational, sponsorships and event requests, including processing payments
  • Preparation and distribution of reports, as required
  • Assist Education and Event Coordinators, and Council Committees, as required
  • Accurately build and post various products through our internal system to our website
  • Provide professional, efficient and friendly service to stakeholders, clients, internal departments and general public
  • Other duties, as required


  • Strong verbal and written communication skills across various groups and stakeholders
  • Excellent organizational, project management, multi-tasking and analytical skills
  • Outstanding customer service and sales expertise
  • Proven networking and presentation skills
  • Attention to detail
  • Adaptable – able to work both independently and as a positive team player 
  • High level of computer literacy including Microsoft Office (Word, Excel, Power Point, etc), and social media platforms. Able to learn new systems quickly


  • CIP preferred with a minimum commitment to complete within time specified by management
  • Three+ years work experience within the insurance industry
  • Previous experience successfully managing business relationships
  • Driver’s license is required
  • Occasional availability for evenings and weekends, as needed
  • Limited travel may be required
  • Must be located within Calgary or surrounding area


This is a hybrid employment mode with minimum eight (8) days per month working in-person in the office and the remaining days working from home.

TO APPLY:  Qualified applicants please submit a resume, and cover letter, to prior to March 15 2024.

The Insurance Institute welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. We thank you for your interest, however, only those candidates selected for an interview will be contacted.