Associate Insurance Advisor

Royal City Recruitment; Ottawa; On-site; CAD 40,000 - 55,000; Full time

Job summary

A leading Canadian financial services co-operative is seeking an Associate Insurance Advisor in Ottawa. The role focuses on sales and service of personal lines products, advising clients on coverages, and achieving individual performance goals. Candidates must obtain a General Insurance License within two months and have previous sales experience. This position offers opportunities for professional development in a supportive team environment.

Qualifications

• General Insurance License required or must be obtained within two months.
• Sales and service experience or related business experience is preferred.
• Knowledge of auto and property insurance products is an asset.

Responsibilities

• Sales, service, and profitable growth of personal lines insurance products.
• Advise clients on coverages and policies.
• Achieve individual goals for client service and sales.

Skills

Sales and customer service

Communication skills

Problem-solving

Time management

Education

General Insurance License

One year of sales/service experience

Job description

Job Description

Associate Insurance Advisor

• Employment Type : Regular Full-Time
• Work Model : Office Based
• Language : This role operates in English, French is an Asset

About the Opportunity and our Client :

We are a leading Canadian financial services co-operative committed to building a sustainable and resilient society. Our team is essential to delivering on this strategy. We prioritize our people to ensure a strong culture and development opportunities that enable our team to thrive and live our purpose. You will work with people who care passionately about you, our clients, and our communities.

Our team aims to be the leader in client engagement among Canadian Insurers, providing seamless and personalized client experiences. Our knowledgeable and trusted team is committed to delivering tailored financial services solutions to meet clients' unique needs.

The Associate Insurance Advisor I plays a key role in supporting and developing the agency operation, primarily through sales and service of personal lines products (auto and home insurance), with potential support for additional product lines.

How you will create impact :

1. Sales, service, and profitable growth of personal lines insurance products.
2. Advise and recommend coverages and policies that best meet client needs.
3. Prospect and cross-sell by identifying and recommending additional products/services beneficial to the client.
4. Complete front-line risk assessments and selections following underwriting guidelines.
5. Identify risks requiring inspections and re-inspections; may be required to complete inspections.
6. Achieve individual goals for client service, sales, quality, and productivity.
7. Support programs to build multi-client relationships.
8. Respond to client questions and concerns, resolve complaints, and escalate issues when necessary.

How you will succeed :

1. Remain focused and optimistic in pursuing goals despite barriers, managing your time effectively to ensure client satisfaction.
2. Use information about clients’ needs to qualify sales opportunities and communicate clearly and effectively.
3. Commit to continuous improvement and building productive client relationships to exceed expectations.
4. Be an effective team player and support the development of peers.

To join our team :

1. General Insurance License required or must be obtained within two (2) months (OTL).
2. Meet provincial licensing requirements, including continuing education, to obtain and maintain licenses.
3. One (1) year of sales and service experience or related business experience is preferred.
4. Knowledge of auto and property insurance products and sales techniques is an asset.

What you need to know :

1. Maintain strict confidentiality regarding clients’ financial and personal information.
2. This role involves direct contact with clients and service providers in their environment.
3. Possession of a personal vehicle, valid driver’s license, and insurance may be required.
4. Subject to a Criminal Record and Consumer History background check upon employment.

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