Insurance Development Professional
1 day ago
Company Overview:
The Co-operators is a leading Canadian financial services co-operative that prioritizes its people to ensure a strong culture and development opportunities for its team.
We are committed to being a catalyst for a sustainable and resilient society, and our team is essential in delivering on this strategy.
Salary Range: $60,000 - $80,000 per year
Job Description:
A General Insurance Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact, and sales activities.
This role may have the opportunity to specialize in one or more product areas such as farm and/or commercial insurance.
The advisor identifies prospects in both personal and business markets, determines their needs, and makes informed product recommendations as a trusted insurance advisor.
Key Responsibilities:
- Support the development of the agency operation through the sales and profitable growth of personal lines and specialty lines insurance products.
- Proactively complete client reviews, including prospecting and cross-selling all lines of business by conducting needs analyses for all clients in accordance with the agency's Business Plan.
- Complete front-line risk assessments and selections following underwriting guidelines.
- Complete home, commercial, and farm inspections as required.
- Achieve individual goals for client service, sales, quality, and productivity and contribute to the achievement of overall agency sales and growth goals.
- Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
- Support programs to build multi-client relationships.
- Respond to and investigate client questions and concerns, resolve client complaints, and escalate issues appropriately.
- Support the agency team in their daily activities.
Requirements:
- You remain focused and optimistic in pursuing a goal, despite barriers, until the objective is achieved, and effectively manage your time in the quest for client satisfaction.
- You leverage information about clients' 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.
What We Offer:
- A competitive compensation package and benefits program.
- Training and development opportunities to grow your career.
- Opportunities to give back to your community.
Location:
Regular office environment with some evening work required and some travel outside of the office.
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