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Insurance Advisor

2 months ago


Ottawa, Ontario, Canada Co-operators Full time

Job Summary:

The Co-operators is seeking a highly motivated and customer-focused Insurance Advisor to join our team. As an Insurance Advisor, you will play a key role in supporting the development of our agency operations, 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:

  • Develop and implement sales strategies to achieve profitable growth of personal lines insurance products.
  • Advise and recommend coverages and policies that best meet client needs, leveraging your knowledge of auto and property insurance products.
  • 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, and may be required to complete inspections.
  • Achieve individual goals for client service, sales, quality, and productivity.
  • Support programs to build multi-client relationships and 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 in order 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 We Offer:

  • Training and development opportunities to grow your career.
  • Opportunities to give back to your community.
  • A competitive compensation package and benefits program.