General Insurance Advisor

Company: CGIC
Department: Atlantic & Quebec Region
Employment Type: Regular Full-Time 
Work Model: Hybrid
Language: Bilingualism in English and French is required.
Additional Information: This/these role(s) is/are currently vacant

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy.  That's why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose.  The best part is that you will work with people that care passionately about you, our clients and our communities.

Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs.

The 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 an opportunity to specialize in one or more product areas such as farm and/or commercial. General Insurance Advisors identify prospects in both personal and business markets, determine needs and as a trusted insurance advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance). 

• Support 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 completing needs analysis for all clients in accordance with the agency Business Plan.
• Complete front-line risk assessment and selection 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.

• General Insurance License(s) is required.
• Meet all provincial-licensing requirements.
• A minimum of two (2) years sales experience or related business or marketing experience is preferred. 
• Knowledge of insurance products and strong underwriting skills is an asset.
• Strong skills in communication (verbal and written), organization, time management, client service, decision making, problem solving.
• Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft Office. 

• You influence change and are committed to continuous improvement, in order to exceed client expectations.
• You leverage critical thinking skills to identify problems and proactively propose solutions.
• Your strong communication skills allow you to clearly convey messages.
• You're an effective team player who shares knowledge to support our peers.

• You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.

• Training and development opportunities to grow your career.
• Flexible work options and paid time off to support your personal and family needs.
• A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
• Paid volunteer days to give back to your community.
• In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.