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Insurance Advisor
2 months ago
Company: Co-operators General Insurance Company
Department: Retail Sales
Employment Type: Regular Full Time
Work Model: Office Based
Language: English
The OpportunityWe are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society. Our team is essential to deliver on this strategy, and we prioritize our people to ensure a strong culture and development opportunities that enable our team to thrive and live our purpose.
Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience, and our knowledgeable and trusted team is committed to delivering financial services solutions that meet our clients' unique needs.
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.
- General Insurance License is required or must obtain within two (2) months.
- Meet all provincial-licensing requirements in accordance with continuing education 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.
- Training and development opportunities to grow your career.
- Opportunities to give back to your community.
- A competitive compensation package and benefits program.
Expected Salary Range: $36,000 - $60,000
- The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria, including but not limited to: local market conditions, geography, and relevant job-related factors such as knowledge, skills, qualification, experience, and education.
