Insurance Advisor
2 days ago
Company: Co-operators
Department: Retail Sales
Employment Type: Regular Full-Time
Work Model: Office Based
Language: Bilingualism in English and French is required.
The Opportunity
Our Distribution team aims to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our 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.
What to Expect
- 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.
Requirements
- 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.
Benefits
- Training and development opportunities to grow your career with one of Canada's Best Employers.
- Opportunities to give back to your community.
- A competitive compensation package and benefits program.
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