Associate Insurance Advisor I
4 weeks ago
Company: CGIC
Department: Agency Contact Centre
Employment Type: Regular Full-Time
Work Model: Office Based
Language: This role operates in English
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 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.
How you will create impact:
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.
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:
What you need to know:
What's in it for you?
-
Associate Insurance Advisor I
3 weeks ago
Barrie, Canada Co-operators General Insurance Company Full timeCompany: CGIC Department: Agency Contact Centre Employment Type: Regular Full-Time Work Model: Office Based Language: This role operates in English 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....
-
Associate Insurance Advisor I
3 weeks ago
Barrie, Ontario, A4N, Simcoe region, Canada Co-operators General Insurance Company Full timeCompany: CGIC Department: Agency Contact Centre Employment Type: Regular Full-Time Work Model: Office Based Language: This role operates in English 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....
-
Insurance Sales Associate
3 weeks ago
Barrie, Ontario, Canada Co-operators General Insurance Company Full timeDepartment: Agency Contact Centre Employment Type: Regular Full-Time Work Model: Office Based Language: This role operates in English At Co-operators General Insurance Company, we are a prominent Canadian financial services co-operative dedicated to fostering a sustainable and resilient society. Our team plays a crucial role in achieving this vision. We...
-
Insurance Advisor
2 weeks ago
Barrie, Canada RBC Insurance Full timeJob descriptionAbout the jobWhat is the opportunity?We are looking for self-motivated, highly driven, and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client...
-
Insurance Advisor
2 weeks ago
Barrie, Canada RBC Insurance Full timeJob descriptionAbout the jobWhat is the opportunity?We are looking for self-motivated, highly driven, and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client...
-
Insurance Advisor
3 weeks ago
Barrie, Canada RBC Insurance Full timeJob descriptionAbout the jobWhat is the opportunity?We are looking for self-motivated, highly driven, and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client...
-
Associate Insurance Agent
3 months ago
Barrie, Canada Insurance & Investments Inc. Full timeWe are seeking a motivated and experienced individual to join our team. As an Associate Insurance Agent, you will be responsible for providing excellent customer service, assist with administrative tasks, answer phones and handle inquiries to clients. This is a great opportunity for someone who enjoys working in a fast-paced environment, has a passion for...
-
Insurance Advisor
3 weeks ago
Barrie, ON, Canada RBC Insurance Full timeJob descriptionAbout the jobWhat is the opportunity?We are looking for self-motivated, highly driven, and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client...
-
Marine Insurance Customer Advisor
3 weeks ago
Barrie, Ontario, Canada OTIP (Ontario Teachers Insurance Plan) Full timeCompany OverviewAbout UsAt OTIP Group of Companies (OGC), we understand the importance of support and connection. Our mission is to provide exceptional service and benefits to our clients, ensuring they feel valued and included in every interaction.Position OverviewYour Responsibilities:As a Marine Insurance Customer Advisor, you will play a vital role in...
-
Marine Insurance Customer Advisor
3 weeks ago
Barrie, Ontario, Canada OTIP (Ontario Teachers Insurance Plan) Full timeCompany OverviewAbout UsAt OTIP Group of Companies (OGC), we understand the importance of support and connection. Our mission is to ensure that every employee feels appreciated, empowered, and integral to our organization. We are committed to fostering an environment where our team members can thrive and contribute to our vision of delivering exceptional...
-
Marine Insurance Customer Advisor
3 weeks ago
Barrie, Ontario, Canada OTIP (Ontario Teachers Insurance Plan) Full timeCompany OverviewAbout UsAt OTIP Group of Companies, we understand the importance of having support when it matters most. Our mission is centered around valuing our employees and fostering an environment where they can thrive. We believe that when our team members feel appreciated and included, they deliver exceptional service every day. Join us as we...
-
Associate Advisor
3 months ago
Barrie, Canada Adams and Associates Financial Solutions Inc. Full timeWe are a financial services team that help our clients discover the best strategies to meet their objectives. We work with people to understand their goals, prepare for the unexpected and take advantage of new opportunities - throughout their life. The primary focus of the Associate Advisor will eventually be to increase sales, expand the business, and...
-
Inbound Customer Relations Associate
3 months ago
Barrie, Canada I-CARE CANADA Full timeI-CARE CANADA is dedicated to fostering positive change in communities through compassionate initiatives that address critical social issues. Our mission is to uplift and empower individuals, providing essential support and resources to those in need. We are currently expanding our team and seeking a dedicated Inbound Customer Relations Associate to join us....
-
Associate Financial Advisor
3 weeks ago
Barrie, Canada Raymond James Financial, Inc. Full timeAssociate Financial Advisor 2303334 Raymond James Ltd. is seeking an experienced Associate Advisor/Associate Portfolio Manager to work in our Barrie office. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking customized solutions to their...
-
Associate Financial Advisor
3 weeks ago
Barrie, Canada Raymond James Financial, Inc. Full timeAssociate Financial Advisor 2303334 Raymond James Ltd. is seeking an experienced Associate Advisor/Associate Portfolio Manager to work in our Barrie office. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking customized solutions to their...
-
Insurance Advisor
3 weeks ago
Barrie, Ontario, A4N, Simcoe region, Canada RBC Insurance Full timeJob descriptionAbout the jobWhat is the opportunity?We are looking for self-motivated, highly driven, and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client...
-
Associate Financial Advisor
2 months ago
Barrie, Canada Raymond James Financial Full timeRaymond James Ltd. is seeking an experienced Associate Advisor/Associate Portfolio Manager to work in our Barrie office. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.You will work...
-
Associate Financial Advisor
2 months ago
Barrie, Canada Raymond James Financial Full timeRaymond James Ltd. is seeking an experienced Associate Advisor/Associate Portfolio Manager to work in our Barrie office. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.You will work...
-
Associate Financial Advisor
3 months ago
Barrie, Canada ClearView Financial Solutions Inc. Full time**Who we are** ClearView Financial Solutions offers tax and financial planning services based on the importance of building savings with tax strategies and providing comprehensive planning for all stages of life. We help clients create plans based on sound advice and help them discover the best strategies to meet their objectives, leading them to a...
-
Associate Insurance Agent
3 months ago
Barrie, Canada Insurance & Investments Inc. Full timeWe are seeking a motivated and experienced Insurance Agent to join our team. As an Insurance Agent, you will be responsible for providing excellent customer service, assist with administrative tasks, answer phones and handle inquiries to clients. This is a great opportunity for someone who enjoys working in a fast-paced environment, has a passion for helping...