Insurance Advisor

3 weeks ago


Brampton, Ontario, Canada Co-operators Full time

Company: Co-operators

Department: Agency Contact Centre

Employment Type: Regular Full-Time

Work Model: Office Based

Language: English is required

The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society. Our team is essential to deliver on this strategy, prioritizing our people to provide a strong culture and development opportunities that enable our team 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, delivering financial services solutions to meet our clients' unique needs.

The Insurance Advisor - Personal Lines is a key player in the support and development of 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 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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