Associate Insurance Advisor

Co-operators; Victoria; Vor Ort; CAD 44.000 - 73.000; Vollzeit

Zusammenfassung

CGIC, located in Victoria, is seeking an Associate Insurance Advisor II for an office-based, Regular Full-Time role focused on sales and service of personal lines including auto and home. A General Insurance license is required, with provincial licensing to maintain credentials.

Ideal candidates have 2+ years in insurance with sales experience; a Life license is a plus. You will build client relationships, assess needs, and help grow agency sales while meeting underwriting guidelines.

Qualifikationen

• 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 preferred.
• In-depth knowledge of auto and property insurance products and strong underwriting skills.

Aufgaben

• 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 additional products/services for clients.
• Complete front line risk assessment and selection following underwriting guidelines.
• Complete inspections and re-inspections.
• Aim to achieve client service, sales, quality and productivity goals.
• Respond to client questions, resolve complaints and escalate as needed.
• Proactively complete client reviews on auto, home, farm and/or commercial portfolios.

Kenntnisse

Sales experience

Customer service

Communication skills

Insurance product knowledge

Underwriting skills

Ausbildung

General Insurance license

Life license (asset)

Jobbeschreibung

Company: CGIC

Department: District Offices

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 elevate 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 $43,550.00 to $72,583.00 CAD

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.