Associate Insurance Advisor

**Associate Insurance Advisor** Co-operators - Musser Insurance Group Inc. Parkhill, ON

The Associate Insurance Advisor 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 life, business and wealth. The Associate Insurance Advisor will identify prospects in both personal and business markets, determine needs and as a trusted associate advisor, make informed product recommendations. They will also be involved in the development and growth of specialty lines (home, commercial and farm) portfolios.

Roles and responsibilities:

- Support development of the agency operation through the sales and profitable growth of life and financial services
- Service and support the life and financial services of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
- Proactively complete client reviews.
- Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan
- Complete front line risk assessment and selection, following underwriting guidelines
- Complete commercial inspections as required
- Exceed 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
- Support the agency team in their daily activities

Qualifications and Skills:

- Life License is required / or willing to obtain in a short period
- General or other Insurance License(s) is required or willing to obtain within 3 months
- Experience with commercial insurance is an asset
- Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses
- A minimum of (1) year sales experience or related business or marketing experience is preferred
- Knowledge of insurance products and strong underwriting skills is an asset
- Strong skills in communication (verbal and written), organization, time management, client service, decision making, problem solving
- Valid driver’s license may be required

**Job Types**: Full-time, Part-time, Contract, Permanent
Part-time hours: 24-40 per week

**Salary**: $35,000.00-$50,000.00 per year

**Benefits**:

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

Schedule:

- 8 hour shift

Supplemental pay types:

- Bonus pay
- Commission pay

Work Location: Hybrid remote in Parkhill, ON N0M 2N0

Expected start date: 2023-09-15