Associate Insurance Advisor Ii

3 weeks ago

St Thomas, Canada Co-operators- Debbie Hamilton & Associates Ltd. Full time

Summary:
The Associate Insurance Advisor II 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 Co-operators insurance products and services including personal lines (auto, home) and specialty lines (farm and commercial). This role will have a focus on specialty lines products.

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
- 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, farm and/or commercial 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.

Qualifications and Skills:

- General Insurance license is required (or obtained prior to starting)
- A Life license is an asset
- Meet all provincial-licensing requirements in accordance with continuing education to obtain and maintain all licenses
- Insurance industry experience preferred but not required
- Sales experience also considered an asset
- Skilled in communication (verbal and written), organization, time management, client service, decision making, problem solving
- Ability to speak and understand Low German considered an asset
- Valid driver's license may be required

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

**Salary**: $48,834.00-$53,817.00 per year

**Benefits**:

- Dental care
- Extended health care
- Life insurance
- On-site parking

Schedule:

- 8 hour shift
- Monday to Friday

Work Location: In person

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