Associate Insurance Advisor

Co-operators; High Prairie; On-site; CAD 42,000 - 60,000; Full time

Benefits offered by this job

Training and development opportunities

Flexible work options

Paid volunteer days

Health and retirement benefits

Job summary

The Co-operators in Canada is seeking an Associate Insurance Advisor II to support and grow the agency operation through sales and service of personal and specialty lines. This role emphasizes underwriting-guided risk assessment, client communication, and proactive reviews to meet client needs.

You will work in English in an office-based environment, with licensing assets and a background check as part of employment.

Qualifications

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

Responsibilities

• Sales, service and profitable growth of both personal lines and specialty lines products.
• Advise and recommend coverages and policies that best meet client needs.
• 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, farm and/or commercial portfolio.

Skills

Sales experience

Communication skills

Teamwork

Critical thinking

Problem solving

Education

General Insurance license

Life license

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 escalate 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.