Associate Insurance Advisor

3 weeks ago

Ottawa, Canada Co-Operators John A. Karn & Associates Inc. 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.
- Flexible pay options are available (Salary, salary + commission, bonuses, etc.)
- Hybrid work schedule is available in line with experience and track record of success

**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.
- You may be required have your own vehicle, valid driver’s license and insurance.

**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.

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

**Salary**: $40,000.00-$70,000.00 per year

Flexible Language Requirement:

- French not required

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus pay
- Commission pay

Ability to commute/relocate:

- Ottawa, ON: reliably commute or plan to relocate before starting work (required)

**Education**:

- Secondary School (preferred)

**Experience**:

- Insurance sales: 1 year (preferred)
- Customer Service: 3 years (required)

Licence/Certification:

- OTL Licence (preferred)

Shift availability:

- Day Shift (required)

Work Location: One location

Expected start date: 2023-06-01

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