Assoc Insurance Advisor II

Co-operators; Okanagan Falls; On-site; CAD 43,550 - 72,583; Full time

Benefits offered by this job

Training and development

Community involvement

Benefits package

Job summary

The Co-operators in British Columbia’s Retail Sales team is hiring an Associate Insurance Advisor II for an office-based role. You will focus on sales and service for personal lines (auto, home) and specialty products, helping clients choose coverages that fit their needs.

You will be expected to prospect, advise on policies, and build lasting client relationships while maintaining licensing requirements and ongoing education. This is a service-driven, growth-oriented position.

Qualifications

• General Insurance license is required.
• A Life license is an asset.
• Meet provincial licensing requirements in order to obtain and maintain all licenses.
• A minimum of 2 years insurance industry experience including sales is preferred.
• In-depth knowledge of auto and property insurance products and strong underwriting skills.

Responsibilities

• Sell personal lines and specialty lines products and drive growth.
• Advise on coverages and policies to meet client needs.
• Prospect for new business across all lines.
• Perform front line risk assessment per underwriting guidelines.
• Respond to client questions and resolve complaints.
• Proactively review client auto, home, farm, and commercial portfolios.

Skills

Sales experience

Customer service

Communication skills

Underwriting knowledge

Licenses: General Insurance

Job description

Company: CGIC
Department: Retail Sales
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. 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 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.
• 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 elevate issues appropriately.
• Proactively complete client reviews on the auto, home, farm and/or commercial portfolio.

To Join Our Team

• General Insurance license is required.
• A Life license is an asset.
• Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
• A minimum of 2 years insurance industry experience including sales experience is preferred.
• Possess in-depth knowledge of auto and property insurance products and strong underwriting skills.

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.

What You Need To Know

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

What’s in it for you?

• Training and development opportunities to grow your career.
• Opportunities to give back to your community.
• A competitive compensation package and benefits program.

Salary information

Expected salary/hourly range is $43,550.00 to $72,583.00 CAD. 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.