Associate Insurance Advisor

Co-operators Assurance et services financiers; Alberta; On-site; CAD 42,000 - 62,000; Full time

Benefits offered by this job

Training and development opportunities

Flexible work options

Paid time off

Well-being programs

Volunteer days

Total rewards package

Job summary

CGIC, located in Alberta, seeks an Associate Insurance Advisor II in a regular full-time, office-based role. The position emphasizes sales and service across personal and specialty lines, with licensing assets and strong underwriting knowledge. English-speaking environment with comprehensive benefits.

The role focuses on prospecting, advising on coverages, and maintaining client relations to achieve growth targets, while meeting licensing and regulatory requirements.

Qualifications

• Minimum 2 years insurance industry experience including sales preferred.
• In-depth knowledge of auto and property insurance products.
• Strong underwriting skills.
• General Insurance license is an asset.
• A Life license is an asset.

Responsibilities

• Drive sales, service, and profitable growth for personal and specialty lines.
• Advise and recommend coverages and policies meeting client needs.
• Prospect for new business across all lines of potential clients.
• Perform front-line risk assessments following underwriting guidelines.
• Complete inspections and re-inspections.
• Meet individual goals for client service, sales, quality and productivity.

Skills

Sales experience

Insurance knowledge

Communication skills

Team player

Education

General Insurance license

Life license (asset)

Tools

Underwriting knowledge

Job description

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.

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 such as home and auto.

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 escalat[e] issues appropriately.
• Proactively complete client reviews on the auto, home, farm and/or commercial portfolio.

To join our team:

• General Insurance license is an asset.
• 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 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.

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.
• 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 group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.