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Insurance Sales Professional
1 week ago
**About The Co-operators**
We are a leading Canadian financial services co-operative dedicated to being a catalyst for a sustainable and resilient society.
Our Distribution Team Aspires to be the Leader in Client Engagement
We strive to provide a seamless and personalized client experience by delivering financial services solutions that meet our clients' unique needs.
The Associate Insurance Advisor III Role
This key player in the support and development of the agency operation provides inbound sales and service for life and wealth products, utilizing a broad knowledge of The Co-operators personal lines (auto, home) and specialty lines (farm and commercial).
Your Key Responsibilities
- Inbound sales, service, and profitable growth of Life and Wealth products.
- Sales, service, and profitable growth of both personal lines and specialty lines products.
- Advise and recommend coverages and policies that best meet client needs.
- Actively focus on prospecting for all lines of business by identifying and recommending additional products/services that benefit the client.
- Complete front-line risk assessment and selection following underwriting guidelines and complete inspections and re-inspections.
- Achieve individual goals for client service, sales, quality, and productivity and contribute to the achievement of overall agency sales and growth goals.
- Respond to client questions and concerns, resolve customer complaints, and escalate issues appropriately.
- Proactively complete client reviews on the auto, home, farm, and/or commercial portfolio.
Your Success Factors
- You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved, and effectively manage your time in the quest of client satisfaction.
- You leverage information about client's needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages.
- You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.
- You're an effective team player and provide guidance to support the development of your peers.