Insurance Advisor

1 week ago

Peterborough, Ontario, Canada Co-operators Full time

At Co-operators, we're dedicated to being a catalyst for a sustainable and resilient society. Our team is essential to deliver on this strategy, and we prioritize our people to ensure a strong culture and development opportunities.



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



The Associate Insurance Advisor I is a key player in the support and development of the agency operation. Primary responsibilities include the sales and service of Co-operators personal lines products (auto and home insurance) and may involve some basic support for additional product lines.



Key Responsibilities:


  • Sales, service, and profitable growth of personal lines insurance products
  • Advising and recommending coverages and policies that best meet client needs
  • Prospecting and cross-selling by identifying and recommending additional products/services that benefit the client
  • Completing front-line risk assessments and selections following underwriting guidelines
  • Identifying risks requiring inspections and re-inspections, and may be required to complete inspections
  • Achieving individual goals for client service, sales, quality, and productivity
  • Supporting programs to build multi-client relationships
  • Responding to client questions and concerns, resolving customer complaints, and escalating issues appropriately


Requirements:


  • General Insurance License is required or must be obtained within two months
  • Meeting all provincial-licensing requirements in accordance with continuing education to obtain and maintain all licenses
  • One year of 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:


  • Maintaining strict confidentiality regarding client financial status and other personal information
  • This role involves direct contact with clients and/or service providers in their environment
  • May require the use of a personal vehicle, valid driver's license, and insurance
  • Subject to a Criminal Record and Consumer History background check as a condition of employment


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


At Co-operators, we prioritize our people and provide a strong culture and development opportunities to ensure our team thrives. If you're passionate about delivering exceptional client experiences and contributing to our mission, we encourage you to explore this opportunity further.



Learn more about our company values, culture, and career development opportunities at Co-operators. Our team is dedicated to making a positive impact in our communities, and we believe you can make a difference with us.



Apply today and take the first step towards an exciting career with Co-operators

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