Insurance Advisor Associate I in Uxbridge

1 month ago


Uxbridge, Ontario, Canada Co-operators Full time

Job Title: Insurance Advisor Associate I in Uxbridge

Company: CGIC

Department: Agency Contact Centre

Employment Type: Regular Full-Time

Work Model: Office Based

Language: English

The Opportunity:

Our Distribution team aims to be a leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. As a knowledgeable and trusted team member, you will deliver financial services solutions to meet clients’ unique needs.

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.

Qualifications:

  • 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.

Working Conditions:

  • 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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