Associate Insurance Advisor I

The Co-operators; Edmonton; On-site; CAD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a dedicated Operations Supervisor to enhance client engagement in the insurance sector. This role focuses on the sales and service of personal lines insurance products, ensuring a personalized experience for clients. The ideal candidate will excel in communication, possess strong sales skills, and demonstrate a commitment to client satisfaction. With opportunities for training and development, this position offers a competitive compensation package and the chance to grow within a respected organization. If you're passionate about making a difference in clients' lives, this role is perfect for you.

Benefits

Training and development opportunities

Community engagement opportunities

Competitive compensation package

Benefits program

Qualifications

• Must obtain a General Insurance License within two months.
• One year of sales and service experience preferred.

Responsibilities

• Sales and service of personal lines insurance products.
• Advise clients on coverage and policy recommendations.
• Achieve individual goals for client service and sales.

Skills

Sales Skills

Client Relationship Management

Communication Skills

Time Management

Education

General Insurance License

Sales and Service Experience

Job description

This job is not active and is no longer accepting applications.

WEST – Operations Supervisor
Fort McMurray, Alberta

Last Day to Apply: December 26, 2023

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 I is a key player in the support and development of the agency operation primarily through the sales and service of The Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines.

What you’re responsible for:

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 that benefit the client.
4. Complete front-line risk assessment and selection following underwriting guidelines.
5. Identify which risks require 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 customer complaints and escalate issues appropriately.

What to expect:

1. Strict confidentiality with respect to client’s financial status and other personal information.
2. This role involves direct contact with clients and/or service providers in their environment.
3. You may be required to have your own vehicle, valid driver’s license and insurance.
4. You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

To be successful:

1. 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.
2. 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.
3. You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.
4. You’re an effective team player and provide guidance to support the development of your peers.

To join our team:

1. General Insurance License is required or must obtain within two (2) months.
2. Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
3. One (1) year sales and service experience or related business experience is preferred.
4. Knowledge of auto and property insurance products and experience with selling techniques is an asset.

What we offer:

1. Training and development opportunities to grow your career with one of Canada’s Best Employers.
2. Opportunities to give back to your community.
3. A competitive compensation package and benefits program.