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Associate Insurance Advisor

1 month ago

Lacombe, Canada The Co-operators Full time

Associate insurance advisor

Roles and Responsibilities:

- Inbound 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
- 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
- Support programs to build multi-client relationships
- Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately
- Proactively complete client reviews on the auto, home portfolio
- May provide administrative support including ordering supplies, bank deposits, maintaining office records Support financial services sales activities in the agency

Working Conditions:

- Regular office environment
- May be required to work flexible hours
- May require occasional travel outside the office

Desired Skills and Experience
- Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses
- Applicant should live locally
- Goal oriented and able to meet sales targets
- A minimum of one year of insurance industry experience including sales experience is preferred
- Knowledge of insurance products and strong underwriting skills is an asset
- Must be skilled in communication (verbal and written), organization, time management, client service, decision making, problem solving
- Valid driver’s license may be required

**Job Types**: Full-time, Permanent

Pay: $40,000.00-$60,000.00 per year

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Vision care

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

Application question(s):

- Do you live in Lacombe?

Licence/Certification:

- General Insurance Level 1 License (preferred)

Work Location: In person

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