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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
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 Co-operators personal lines products.
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.
