General Insurance Advisor- Farm

3 weeks ago

Alliston, Canada The Co-operators Full time

**Position Overview**:
**Company**:CGIC

**Number of Positions**: 1

**Language**: This role operates in English.

**Work Model**:Office-Based

**Alternate Title**: n/a

**Additional Information**:
**The Opportunity**:
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.

The General Insurance Advisor
- Farm plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as farm and/or commercial. General Insurance Advisors identify prospects in both personal and business markets, determine needs and as a trusted insurance advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance).

**How you will create impact**:

- Support development of the agency operation through the sales and profitable growth of personal lines and specialty lines insurance products.
- Proactively complete client reviews, including prospecting and cross selling all lines of business by completing needs analysis for all clients in accordance with the agency Business Plan.
- Complete front-line risk assessment and selection following underwriting guidelines.
- Complete home, commercial and farm inspections as required.
- Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals.
- Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
- Support programs to build multi-client relationships.
- Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.

**How you will succeed**:

- 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**:

- General Insurance License(s) is required.
- Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
- A minimum of two (2) years sales experience or related business or marketing experience is preferred.
- Knowledge of insurance products and strong underwriting skills is an asset

**What you need to know**:

- Strict confidentiality with respect to client’s medical history, financial status and other personal information.
- This role involves direct contact with clients and/or service providers in their environment.
- Extended work hours, including weekends, may be required during peak periods.
- You may be required to have a valid driver’s license and insurance.

**What’s in it for you?**:

- 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.

**Interested in applying?**:
Co-operators is focused on fostering an inclusive, equitable and accessible work environment and we encourage individuals from all identity groups to apply. If you require an accommodation during the recruitment process, please contact the hiring manager.

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