Associate Insurance Advisor

The Co-operators Group; Victoria; On-site; CAD 44,000 - 73,000; Full time

Benefits offered by this job

Training and development opportunities

Opportunity to give back to the社区

Competitive compensation package and良好

Job summary

The Co-operators Group in Canada seeks an Associate Insurance Advisor II to support and develop our agency operations, primarily through sales and service of personal lines and specialty lines. You’ll advise on coverages, meet client needs, and identify opportunities to cross-sell products and services.

With a General Insurance license and provincial licensing requirements, you’ll thrive on meeting sales targets while maintaining high service standards and underwriting discipline.

Qualifications

• General Insurance license is required.
• Meet provincial licensing requirements for continuing education to obtain and maintain licenses.
• Minimum of 2 years insurance industry experience including sales experience is preferred.
• In-depth knowledge of auto and property insurance products and strong underwriting skills.

Responsibilities

• Sales, service and profitable growth of personal lines and specialty lines products.
• Advise and recommend coverages and policies that meet client needs.
• Prospect for all lines of business by identifying and recommending additional products/services.
• 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 agency growth.
• Respond to client questions, resolve complaints and escalate issues appropriately.
• Proactively complete client reviews on auto, home, farm and/or commercial portfolio.

Skills

Sales experience

Client service

Underwriting skills

Communication

Education

General Insurance license

Life license (asset)

Job description

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 escalates 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.