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Insurance Sales Representative
2 months ago
About the Role
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.
The Opportunity
The Associate Insurance Advisor is a key player in the support and development of the agency operation, primarily through the sales and service of Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines.
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.
- 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.
- Commit to continuous improvement and building productive client relationships to exceed client expectations.
- Provide guidance to support the development of peers.
Requirements
- General Insurance License is required or must obtain within two months.
- Meet all provincial-licensing requirements in accordance with continuing education to obtain and maintain all licenses.
- One year of 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.
- 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.
