Insurance Advisor Associate

2 weeks ago

Burlington, Ontario, Canada Co-operators Full time
Role Overview

The Associate Insurance Advisor I 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 in order 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 We Offer
  • 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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