Associate Insurance Advisor II

2 weeks ago

Barrie, Ontario, Canada Co-operators Career Full time

Company: CGIC 
Department: Retail Sales
Employment Type: Regular Full-Time 
Work Model:  Office-Based
Language: This role operates in English
Additional Information: This/these role(s) is/are currently vacant

The Opportunity:

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 Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The Co-operators insurance products and services including personal lines (auto, home).


How you will create impact:
  • Sales, service and profitable growth of both personal lines (auto, home).
  • 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.
  • 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 portfolios.
How you will succeed:
  • You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest of client satisfaction.
  • You leverage information about client's 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.

To join our team:
  • Willing and able to obtain OTL (Other Than Life) license within 2 months
  • Previous direct customer sales experience is an asset.

What you need to know:
  • You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

What's it in for you?
  • Training and development opportunities to grow your career.
  • Opportunities to give back to your community.
  • A competitive compensation package and benefits program.

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