Associate Insurance Advisor I

3 weeks ago

Grande Prairie, Canada The Co-operators Full time

Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs. The Associate Insurance Advisor I is a key player in the support and development of the agency operation primarily through the sales and service of The Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines.

What you're responsible for:
  • Sales, service and profitable growth of personal lines insurance products.
  • Advise and recommend coverages and policies that best meet client needs.
  • Prospect and cross sell by identifying and recommending additional products/services that benefit the client.
  • Complete front-line risk assessment and selection following underwriting guidelines.
  • Identify which risks require inspections and re-inspections. May be required to complete inspections.
  • Achieve individual goals for client service, sales, quality and productivity.
  • Support programs to build multi-client relationships.
  • Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately.
What to expect:
  • Strict confidentiality with respect to client's financial status and other personal information.
  • This role involves direct contact with clients and/or service providers in their environment.
  • You may be required have your own vehicle, valid driver's license and insurance.
  • You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.
To be successful:
  • You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest of client satisfaction.
  • You leverage information about client's needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages.
  • You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.
  • You're an effective team player and provide guidance to support the development of your peers.
To join our team:
  • General Insurance License is required or must obtain within two (2) months.
  • Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
  • One (1) year sales and service experience or related business experience is preferred.
  • Knowledge of auto and property insurance products and experience with selling techniques is an asset.
What we offer:
  • Training and development opportunities to grow yourcareer with one of Canada's Best Employers.
  • Opportunities to give back to your community.
  • A competitive compensation package andbenefitsprogram.

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