Associate Insurance Advisor

Co-operators; Alberta; On-site; CAD 55,000 - 85,000; Full time

Job summary

CGIC, a leading Canadian financial services co‑operative, seeks an Associate Insurance Advisor II to support and grow agency operations in Alberta. You will apply knowledge of auto and property products to advise clients, complete risk assessments, and help expand client portfolios.

We value licenses as assets, a proactive sales mindset, and a dedication to meeting client needs while maintaining underwriting guidelines. This role is office-based with regular client interactions.

Qualifications

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

Responsibilities

• Drive sales and service for personal lines and specialty lines.
• Advise on coverages and policies that meet client needs.
• prospect for opportunities to cross-sell products/services.
• Perform front-line risk assessment and underwriting following guidelines.
• Complete inspections and re-inspections; maintain quality and productivity.

Skills

Sales experience

Strong communication

Team player

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 escrow 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.