Insurance Advisor

3 weeks ago

Meaford, Ontario, 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 a skilled Insurance Advisor to join our Distribution team, which aspires to be the leader in client engagement among Canadian Insurers.

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.

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