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Associate Insurance Advisor III

2 months ago

Waterloo, Canada Salimi Insurance & Investments Inc. Co-operators Full time

The Associate Insurance Advisor III is a key player in the support and development of the agency operation. This role provides inbound sales and service for life and wealth products and utilizes a broad knowledge of The Co-operators personal lines (auto, home) and specialty lines (farm and commercial).

What you’re responsible for:

  • Inbound sales, service and profitable growth of Life and Wealth products.
  • Sales, service and profitable growth of both personal lines and specialty lines products.
  • Advise and recommend coverages and policies that best meet client needs.
  • Actively focus on prospecting for all lines of business by identifying and recommending additional products/services that benefit the client.
  • Complete front-line risk assessment and selection following underwriting guidelines and complete inspections and re-inspections.
  • Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals.
  • Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately.
  • Proactively complete client reviews on the auto, home, farm and/or commercial portfolio.

What to expect:

  • Strong communication skills with the ability to explain complex information clearly.
  • A valid driver’s license.
  • 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.
  • 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:

  • 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.
  • Leverage information about client’s needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages.
  • Commit to continuous improvement and building productive client relationships to exceed client expectations.
  • Be an effective team player and provide guidance to support the development of your peers.

To join our team:

  • A minimum of 2 years insurance industry experience including sales experience.
  • General Insurance license and Life license is required.
  • Meet all provincial-licensing requirements in accordance with continuing education to obtain and maintain all licenses.
  • Knowledge of insurance products and strong underwriting skills is an asset.

Job Type: Full-time

Pay: From $50,000.00 per year

Additional pay:

  • Bonus pay
  • Commission pay

Benefits:

  • Dental care
  • Disability insurance
  • Extended health care
  • Life insurance
  • Paid time off
  • Vision care

Flexible language requirement:

  • French not required

Schedule:

  • Monday to Friday
  • Weekends as needed

Licence/Certification:

  • OTL License & Life License (preferred)

Work Location: In person

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