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Insurance Advisor III

2 months ago

Elmira, Ontario, Canada Co-operators Full time
About the Role

We are seeking a highly skilled Insurance Advisor III to join our team in Elmira, ON. As a key player in the support and development of our agency operation, you will provide inbound sales and service for life and wealth products, utilizing a broad knowledge of our personal lines (auto, home) and specialty lines (farm and commercial).

Key Responsibilities
  • Inbound sales, service, and profitable growth of Life and Wealth products.
  • Sales, service, and profitable growth of both personal lines and specialty lines products.
  • Advise and recommend coverages and policies that best meet client needs.
  • Actively focus on prospecting for all lines of business by identifying and recommending additional products/services that benefit the client.
  • Complete front-line risk assessment and selection following underwriting guidelines and complete inspections and re-inspections.
  • Achieve individual goals for client service, sales, quality, and productivity and contribute to the achievement of overall agency sales and growth goals.
  • Respond to client questions and concerns, resolve customer complaints, and escalate issues appropriately.
  • Proactively complete client reviews on the auto, home, farm, and/or commercial portfolio.
Requirements
  • A minimum of 2 years insurance industry experience, including sales experience.
  • General Insurance license is required.
  • Life License is an asset.
  • Meet all provincial-licensing requirements in accordance with continuing education to obtain and maintain all licenses.
  • Knowledge of insurance products and strong underwriting skills is an asset.
What We Offer
  • Training and development opportunities to grow your career.
  • Opportunities to give back to your community.
  • A competitive compensation package and benefits program.