Insurance Advisor

4 weeks ago

calgary, Canada Agnew Insurance Ltd Full time

We are growing and need to add a dynamic Insurance Advisor to our team

Do you have a passion to help people and to deliver outstanding solutions? Be apart of unique and inspiring team where you can make a difference with your dynamic & detailed skills?Be encouraged to develop your career?


You may be the ideal candidate to join our team at Agnew Insurance Ltd., an exclusive Advisor agency of Co-operators.


We are proud to be award winning agency and service the northwest communities of Calgary. We provide comprehensive training, competitive salary and incentives, outstanding benefits, & a dynamic team.


The Insurance Advisor plays a key role in supporting and developing agency operations and targets through inbound/outbound prospecting, client contact and sales activities and detailed service activities. This role has the opportunity to specialize in personal lines with our clients. There is opportunity for the Advisor to become involved in the development and growth of special lines of insurance (Business, Farm and Financial/Weatlh lines).


The Insurance Advisor has the opportunity to train and develop into our agency ownership program with agency offices across Canada.


Roles and Responsibilities:


  • Support the development of the agency operation through the sales and service of profitable growth of personal lines. (home, auto, and travel)
  • Foster opportunities for our clients to be serviced for all lines of insurance including financial services, wealth management, business and farm.
  • Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.
  • Proactively complete client reviews focusing on personal lines products.
  • Complete front-line risk assessment and selection, following underwriting guidelines.
  • Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals.
  • Develop quarterly business plans outlining strategies and activities to meet goals in each product area of responsibility.
  • Support programs to build multi-line relationships.
  • Respond to and investigate client questions and concerns, resolve client concerns and escalate issues appropriately.
  • Support the agency team in their daily activities and goals.
  • Complete home and auto inspections as required.


Working Conditions:

  • In person, light physical aspects,
  • Regular office environment and some travel outside of the office.
  • Willing to work flexible hours if required. Additional hours may be required to service clients.
  • Fun atmosphere


Qualifications and Skills:

  • Alberta General License(s)
  • Meet all provincial-licensing requirements in accordance with continuing education to obtain and maintain all licenses.
  • A minimum of two (2) years sales experience or related business, banking, or marketing experience is preferred
  • Knowledge of insurance products and strong underwriting skills is an asset.
  • Post secondary education in a following area is a definite asset: Administration, Marketing, or Business
  • Strong skills in communication (verbal and written), organization, time management, client service, decision making, problem solving.
  • Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft Office., Sales Force and Enterprise systems.
  • Valid drivers license and eligibility for auto insurance for Alberta is required.
  • The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.


What We Offer:

  • Training and development to grow your career with one of Canada's Best 50 Employers.
  • Opportunities to work in variety of roles and capacities.A competitive compensation program including commission and bonus, and group benefits.
  • A well rewarding career offering variety, flexibility, growth opportunities and business ownership.
  • Opportunities to promote, support, and give back to your community.

Interested in Applying:


Apply via LinkedIn with your resume and cover letter. Tell us a bit about yourself, your experience, and how you may make a difference at Agnew Insurance, Co-operators.


Agnew Insurance Ltd. and Co-operators values a diverse, equitable, and inclusive work environment, and we are committed to meeting the needs of persons with disabilities during the recruitment process. If you are contacted for an interview and require accommodation, please advise the interviewing manager.


Thank you for your interest and consideration for a career with Agnew Insurance Ltd., Co-operators.

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