Insurance Advisor Associate
3 weeks ago
Company: CGIC
Department: Agency Contact Centre
Employment Type: Regular Full-Time
Work Model: Office Based
Language: This role operates in English
The Opportunity:
We are committed to delivering exceptional client experiences and fostering a culture of growth and development within our team.
As a key member of our Distribution team, you will play a pivotal role in supporting and developing our agency operations, with a focus on sales and service.
This role requires a broad knowledge of The Co-operators insurance products and services, including personal lines (auto, home) and specialty lines (farm and commercial).
Additionally, you may provide sales and service for life and wealth products if life licensed.
Key Responsibilities:
- Sales, service, and profitable growth of both personal lines and specialty lines products
- Advising and recommending coverages and policies that best meet client needs
- Prospecting for all lines of business by identifying and recommending additional products/services that benefit the client
- Completing front-line risk assessments and selections following underwriting guidelines
- Completing inspections and re-inspections
- Achieving individual goals for client service, sales, quality, and productivity, and contributing to the achievement of overall agency sales and growth goals
- Responding to client questions and concerns, resolving customer complaints, and escalating issues appropriately
- Proactively completing client reviews on the auto, home, farm, and/or commercial portfolio
Requirements:
- General Level 2 license is required
- 2 years of MPI experience is required, including SRE
- Up-to-date MPI courses
- A minimum of 2 years of insurance industry experience, including sales experience, is preferred
- In-depth knowledge of auto and property insurance products and strong underwriting skills
- KAP courses are required or will be obtained after hire
- Meet the requirements to be a KAP
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
Language: en
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