Associate Insurance Advisor

Co-operators; New Brunswick; On-site; CAD 44,000 - 73,000; Full time

Benefits offered by this job

Training & development

Competitive compensation

Benefits

Job summary

CGIC, a leading Canadian financial services co-operative, is seeking an Associate Insurance Advisor I to join our District Offices in New Brunswick. The role focuses on sales and service of personal lines products (auto and home) and supporting agency operations with a client-centric approach.

You will obtain a General Insurance License within two months, meet provincial licensing requirements, and leverage your sales experience to advise clients, cross-sell, and build lasting relationships

Qualifications

• General Insurance License is required or must be obtained within two months of hire.
• Meet all provincial-licensing requirements in accordance with continuing education to obtain and maintain all licenses.
• One year sales and service experience or related business experience is preferred.
• Knowledge of auto and property insurance products and experience with selling techniques is an asset.

Responsibilities

• 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 escalation issues appropriately.

Skills

Sales

Customer service

Communication skills

Insurance knowledge

Education

General Insurance License

Job description

Company: CGIC

Department: District Offices

Employment Type: Regular Full-Time

Work Model: Office-Based

Language: Bilingualism in English and French is required.

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 escalation issues appropriately.

To Join Our Team

• General Insurance License is required or must be obtained within two (2) months of hire. If you do not currently hold your license, we will provide paid training and support to help you successfully obtain it.
• Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
• One (1) year sales and service experience or related business experience is preferred.
• Knowledge of auto and property insurance products and experience with selling techniques is an asset.

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

• Strict confidentiality with respect to client’s financial status and other personal information.
• This role involves direct contact with clients and/or service providers in their environment.
• You may be required have your own vehicle, valid driver’s license and insurance.
• You will be subject to a Criminal Record and Consumer History 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 yourcareer with one of Canada’s Best Employers.
• Opportunities to give back to your community.
• A competitive compensation package andbenefits

Expected salary $43,550.00 to $72,583.00

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.

Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.