Associate Insurance Advisor

Co-operators General Insurance Company; Surrey; On-site; CAD 41,000 - 69,000; Full time

Benefits offered by this job

Training and development opportunities

Competitive compensation and benefits

Job summary

Co-operators General Insurance Company is seeking an Associate Insurance Advisor II to support and develop the agency operation, primarily through sales and service for personal lines (auto and home). The role involves advising on coverages, prospecting for new business, and meeting licensing requirements. A background check will be conducted.

You will contribute to client satisfaction, sales growth, and effective underwriting within a supportive team and community-focused environment.

Qualifications

• OTL license is an asset
• Minimum of 2 years insurance industry experience including sales
• In-depth knowledge of auto and property insurance products
• Strong underwriting skills
• Meet provincial licensing requirements and continuing education for licenses

Responsibilities

• Sales, service and profitable growth of personal lines products.
• Advise and recommend coverages and policies that meet client needs.
• Identify and recommend additional products/services to 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.
• Respond to client questions and concerns, resolve customer complaints and escalate when needed.
• Proactively complete client reviews on the auto and home portfolios.

Job description

Company: CGIC
Department: Retail Sales
Employment Type: Regular Full-Time
Work Model: Onsite
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.

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 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 (auto and home).

How you will create impact:

• Sales, service and profitable growth of both personal 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 escal…
• Proactively complete client reviews on the auto and home portfolios.

To join our team:

• Other Than Life (OTL) 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 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:

• 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.
• Opportunities to give back to your community.
• A competitive compensation package and benefits program.

Salary information

Expected salary range $41,372 to $68,954

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