Associate Insurance Advisor

7 months ago

Grande Prairie, Canada Knoblauch & Associates Full time

The Associate Insurance Advisor is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The Co-operators insurance products and services including personal lines.

**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.

**Roles and responsibilities**:

- 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
- 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
- May provide administrative support including ordering supplies, bank deposits, maintaining office records
- Proactively complete client reviews on the auto, home, and commercial portfolio
- Support financial services sales activities in the agency
- Support the agency team in their daily activities

**Qualifications and Skills**:

- General Insurance license is required or attained within 90 days
- Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses
- A minimum of 1 year insurance industry experience including sales experience is preferred
- Possess in-depth knowledge of auto and property insurance products and strong underwriting skills
- Skilled in communication (verbal and written), organization, time management, client service, decision making, problem solving

**What we offer**:

- Training and development opportunities to grow your career with one of Canada’s Best Employers.
- Opportunities to give back to your community.
- A competitive compensation package and benefits program will be provided based on Experience and Qualifications for the position.

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

Pay: $49,000.00-$60,000.00 per year

**Benefits**:

- Dental care
- Extended health care

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

Work Location: In person

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