Insurance Advisor
4 weeks ago
At Co-operators, we're committed to delivering exceptional client experiences and providing innovative financial services solutions. As an Associate Insurance Advisor I, you'll play a key role in supporting the development of our agency operations, primarily through the sales and service of Co-operators personal lines products.
Key Responsibilities:
- Drive sales and service growth of personal lines insurance products.
- Advise and recommend coverages and policies that meet client needs.
- Prospect and cross-sell additional products and services that benefit clients.
- Complete front-line risk assessments and selections following underwriting guidelines.
- Identify and manage risks that require inspections and re-inspections.
- Achieve individual goals for client service, sales, quality, and productivity.
- Support programs to build multi-client relationships.
- Respond to client inquiries and concerns, resolving customer complaints and escalating issues as needed.
What to Expect:
- Strict confidentiality regarding client financial information and personal data.
- Direct client contact and/or service provider interactions in their environment.
- Possibility of requiring a personal vehicle, valid driver's license, and insurance.
- Subject to a Criminal Record and Consumer History background check as a condition of employment.
To Succeed:
- Remain focused and optimistic in pursuing goals, managing time effectively to meet client needs.
- Utilize client information to qualify sales opportunities and exhibit strong communication skills.
- Commit to continuous improvement and building productive client relationships.
- Provide guidance to support peer development and contribute to a collaborative team environment.
Requirements:
- General Insurance License required or obtainable within two months.
- Meet provincial-licensing requirements for continuing education to maintain licenses.
- One year of sales and service experience or related business experience preferred.
- Knowledge of auto and property insurance products and selling techniques an asset.
What We Offer:
- Training and development opportunities to grow your career with a top Canadian employer.
- Chances to give back to your community.
- A competitive compensation package and benefits program.
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