Associate Insurance Advisor

Co-operators; Town of Bonnyville; Sur place; CAD 44 000 - 73 000; Plein temps

Résumé du poste

Co-operators in Canada is seeking an Associate Insurance Advisor II to drive sales and service for personal lines, including auto and home, while developing agency growth. This office-based, full-time role requires a General Insurance license and at least two years of insurance experience, with licensing and career development supported by the employer.

The role emphasizes client-focused service, underwriting knowledge, and proactive cross-selling to meet goals and enhance client coverage.

Qualifications

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

Responsabilités

• Sell and service personal lines and specialty lines products.
• Advise and recommend coverages and policies that meet client needs.
• Prospect for new business and cross-sell additional products/services.
• Perform front-line risk assessments and follow underwriting guidelines.
• Complete inspections and re-inspections, ensuring quality service.
• Meet individual sales, service, and growth goals for the agency.

Connaissances

Sales experience

Client service

Communication skills

Underwriting skills

Formation

General Insurance license

Life license (asset)

Description du poste

Company: CGIC
Department: 0
Employment Type: Regular Full-Time
Work Model: Office-Based
Language: This role operates in English.

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 (auto, home).

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 escalated issues appropriately.
• Proactively complete client reviews on the auto, home, farm and/or commercial portfolio.

To join our team:

• General Insurance license is required.
• 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 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/hourly range is $43,550.00to$72,583.00CAD

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.