Commercial Insurance Advisor

2 months ago

Victoria, Canada Co-operators - Corcoran Financial Group Ltd. Full time

**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 agency initiatives and 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 have an existing relationship network in the Victoria business community.
- You’re an effective team player and provide guidance to support the development of your peers.

**To join our team**:

- Level 2 General Insurance License 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
- Highly motivated and results driven.

**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.
- Competitive compensation package, including group benefits.

**Interested in applying?**

Please contact Sam Corcoran at

**Salary**: $55,000.00-$80,000.00 per year

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- On-site parking
- Paid time off
- Vision care

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay
- Commission pay

Ability to commute/relocate:

- Victoria, BC: reliably commute or plan to relocate before starting work (required)

Work Location: In person

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