Associate Insurance Advisor
4 weeks ago
We are looking for a dynamic individual to compliment and support our existing established, high achieving, experienced team of insurance professionals at Shea Insurance Group Incorporated.
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.
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:
- One (1) year sales and service experience or related business experience is preferred.
- 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.
- OTL licence is preferred.
- Knowledge of auto and property insurance products is an asset and experience with selling
techniques is preferred.
**Salary**: $48,000.00-$75,000.00 per year
**Benefits**:
- Dental care
- Extended health care
- Paid time off
- RRSP match
- Vision care
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
- Commission pay
Ability to commute/relocate:
- Edmonton, AB T5M 0H6: reliably commute or plan to relocate before starting work (required)
**Experience**:
- personal lines: 1 year (preferred)
Licence/Certification:
- General Level 1 license (required)
Work Location: Hybrid remote in Edmonton, AB T5M 0H6
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