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Insurance Advisor

1 month ago

Pickering, Ontario, Canada Co-operators Full time
Job Title: Associate Insurance Advisor I

Company: Co-operators

Department: Retail Sales

Employment Type: Permanent

Work Model: Office Based

Language: English

The Opportunity

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society. Our team is essential to deliver on this strategy, and we prioritize our people to ensure we provide a strong culture and development opportunities that enable our team to thrive and live our purpose.

Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience, and our knowledgeable and trusted team is committed to delivering financial services solutions that meet our clients' unique needs.

Key Responsibilities
  • 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
Requirements
  • General Insurance License is required or must obtain within two (2) months
  • Meet all provincial-licensing requirements in accordance with continuing education to obtain and maintain all licenses
  • One (1) year sales and service experience or related business experience is preferred
  • Knowledge of auto and property insurance products and experience with selling techniques is an asset
What You Need to Know
  • 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 to have your own vehicle, valid driver's license, and insurance
  • You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate
What's in It for You?
  • Training and development opportunities to grow your career
  • Opportunities to give back to your community
  • A competitive compensation package and benefits program