Insurance Advisor Associate I in Brampton

4 weeks ago


Brampton, Ontario, Canada Co-operators Full time

At Co-operators, we're committed to being a catalyst for a sustainable and resilient society. Our team is essential to delivering on this strategy, and we prioritize our people to ensure a strong culture and development opportunities that enable them to thrive and live our purpose.

Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience through our knowledgeable and trusted team, committed to delivering financial services solutions that meet our clients' unique needs.

The Associate Insurance Advisor I is a key player in supporting and developing 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. 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 We Offer:

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


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