Insurance Advisor

7 days ago


City of Lacombe, Canada The Co-operators Full time

Role Overview

The Co-operators is seeking a skilled and enthusiastic Associate Insurance Advisor to join our team. This dynamic role provides an opportunity for individuals to build a career in insurance and contribute to the growth of our personal lines products.

Key Responsibilities:

  • Inbound sales, service, and profitable growth of personal lines products, including auto, home, and travel insurance.
  • Advise and recommend coverages and policies that best meet client needs, utilizing strong underwriting skills and product knowledge.
  • Actively focus on prospecting for additional products/services that benefit clients, driving revenue growth and increasing customer satisfaction.
  • Complete front-line risk assessments and selections following underwriting guidelines, ensuring accurate and efficient processing of client requests.
  • Achieve individual goals for client service, sales, quality, and productivity, contributing to the overall agency's sales and growth objectives.
  • Support programs to build multi-client relationships, fostering long-term business partnerships and loyalty.
  • Respond to client inquiries, resolve customer complaints, and escalate issues appropriately, delivering exceptional customer experiences.
  • Proactively complete client reviews on auto and home portfolios, providing timely and actionable insights to enhance client satisfaction and retention.
  • Maintain accurate records, perform administrative tasks, and support financial services sales activities as needed, ensuring seamless operations within the agency.

Requirements:

  • General Insurance License (Level 1) required; candidates with a scheduled license exam date will be considered.
  • Meet all provincial licensing requirements, including continuing education, to maintain licenses.
  • Ability to work in a regular office environment, with occasional flexible hours and possible travel outside the office.
  • Goal-oriented and able to meet sales targets, driven by a passion for delivering excellent client experiences.
  • Minimum one year of insurance industry experience, preferably with sales experience, demonstrating expertise in insurance products and underwriting.
  • Excellent communication, organizational, time management, and problem-solving skills, with proficiency in Microsoft Office and technology-dependent environments.

Compensation and Benefits:

  • Predicted annual salary range: $45,000-$65,000.
  • Bonus pay structure to incentivize performance and drive business growth.
  • Comprehensive benefits package, including company events, dental care, disability insurance, employee assistance program, extended health care, life insurance, on-site parking, paid time off, RRSP match, and vision care.

Language Requirements:

  • English language proficiency required; French not necessary for this role.

Schedule and Work Location:

  • Full-time, permanent position in a regular office environment.
  • Monday to Friday schedule, with occasional flexibility as needed.

Additional Information:

  • This role requires a valid driver's license, which may be used for occasional travel outside the office.


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