Insurance Advisor

2 weeks ago

SainteRoseduNord, Canada Co-operators Full time

About Co-operators

Co-operators is a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society.

Our Team

We prioritize our people, ensuring a strong culture and development opportunities that enable our team to thrive and live our purpose.

The Opportunity

We are seeking an Insurance Advisor to support and develop our agency operation, primarily through the sales and service of Co-operators personal lines products (auto and home insurance).

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.

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