Associate Insurance Advisor

3 weeks ago

Central Ontario, Canada Essential HR Full time
We are a busy office and growing Discover a better place to grow your career: a place that’s caring, engaging and rewarding. We’re proud of our diverse culture of trust and respect. Our Agency aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience About the Associate Insurance Advisor: The Associate Insurance Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. They will focus on the development and growth of home and auto line portfolios. The Associate Insurance Advisor will identify prospects within the books of business and outside of the book of business, determine needs and as a trusted Associate Advisor, make informed product recommendations. As the Associate Insurance Advisor, you will be responsible for:
  • Support agency growth through the sales and service of home and auto Insurance products.
  • Proactively complete client reviews, focusing on the home and auto portfolio, and cross-selling financial advice products and services.
  • Complete front-line risk assessment and selection, following underwriting guidelines.
  • Complete inspections as required.
  • Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.
  • Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.
  • Working with clients to review goals, providing risk management advice and recommendations for coverage, completing policy updates, and documenting required changes.
  • Maintain accurate and up-to-date client records and policy information.
  • Stay informed about industry trends, insurance regulations, and product updates.
  • All other duties as assigned.
The successful candidate will have:
  • General (OTL) License will be required.
  • Minimum 1 - 2 years insurance experience in home and auto.
  • Must hold current and valid Ontario driver’s license.
  • Provide and maintain own reliable vehicle and cell phone.
  • Proven networking and client acquisition skills.
  • Ability to develop a strong referral network.
  • Willing to learn, goal focus, positive minded and coachable.
  • 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 join our team:
  • You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
  • You build trusting relationships and provide guidance to support the development of peers.
  • You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
Working Conditions:
  • Fulltime
  • On-Site (Simcoe, ON)
  • Office Setting
Apply
Accommodations are available on request for candidates participating in the selection process, if you require a specific accommodation, please let us know.
Irons Financial Services Inc. is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status or any other class or status in accordance with applicable federal, provincial and local law.
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