Associate Insurance Advisor

2 weeks ago

Fort Saskatchewan, Canada M. FRIEL AGENCIES INC. - CO-OPERATORS Full time

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.

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.

Working conditions:

- Regular office environment
- Monday to Friday
- 8:30 am to 5:00 pm

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

Work Location: In person

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