ASSOCIATE INSURANCE ADVISOR

3 weeks ago

Quebec QC, Canada Co-operators Full time

Company DescriptionCo-operators is a leading Canadian financial services co-operative that offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide solutions through property and casualty insurance, life insurance, wealth management, institutional asset management and broker operations. Our vision is to be a catalyst for a sustainable society, reflected in community investment programs, strategic partnerships, and active volunteerism. With over 600 locations across Canada, over 6,000 employees, and a network of over 2,500 licensed insurance representatives, Co-operators remains dedicated to putting the needs of clients and communities first. Proudly Canadian since 1945.Role DescriptionThis is a full-time on-site role for an Associate Insurance Advisor located in Ottawa, ON. The Associate Insurance Advisor will be responsible for providing clients with insurance and financial advice, processing policy changes, managing renewals, and assisting with claims. The role also involves prospecting new clients, performing needs assessment, and delivering exceptional customer service. The advisor will work closely with other team members to achieve sales targets and ensure client satisfaction.QualificationsInsurance and Finance skillsConsulting and Customer Service skillsExcellent Communication skillsStrong organizational and time management abilitiesProficiency in using insurance software and Microsoft Office applicationsLicensed insurance representative - OTL or RIBO2 Years of Experience in a financial services or insurance environment is required

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