Associate Insurance Advisor I

Co-operators; Grande Prairie; On-site; CAD 40,000 - 80,000; Full time

Job summary

An established industry player in the financial services sector is seeking a motivated Associate Insurance Advisor I to join their dynamic team. This role focuses on the sales and service of personal lines products, including auto and home insurance, while ensuring a personalized client experience. You will engage with clients to identify their needs, provide tailored advice, and support the growth of the agency's operations. With a strong commitment to community and client satisfaction, this company offers a supportive environment for professional development and career advancement. Join a team that values your contributions and helps you thrive!

Benefits

Training and development opportunities

Competitive compensation package

Community involvement opportunities

Qualifications

• General Insurance License required or must obtain within two months.
• One year of sales and service experience or related business experience preferred.

Responsibilities

• Sales, service, and profitable growth of personal lines insurance products.
• Advise and recommend coverages and policies that best meet client needs.
• Respond to client questions and concerns, resolve complaints, and escalate issues.

Skills

Sales Skills

Client Relationship Management

Communication Skills

Risk Assessment

Education

General Insurance License

Sales and Service Experience

Job description

Company: CGIC

Department: Agency Contact Centre

Employment Type: Regular Full-Time

Work Model: Office Based

Language: Only English is required.

The Opportunity

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society. Our team is essential to delivering on this strategy. We prioritize our people to provide a strong culture and development opportunities, enabling our team to thrive and live our purpose. You will work with people who care passionately about you, our clients, and our communities.

Our Distribution team aims to be the leader in client engagement among Canadian Insurers by providing a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions tailored to our clients' needs.

The Associate Insurance Advisor I supports and develops agency operations primarily through sales and service of Co-operators personal lines products (auto and home insurance). Some basic support for additional product lines may also be involved.

How You Will Create Impact

• Sales, service, and profitable growth of personal lines insurance products.
• Advise and recommend coverages and policies that best meet client needs.
• Prospect and cross-sell by identifying and recommending additional products/services that benefit the client.
• Complete front-line risk assessment and selection following underwriting guidelines.
• Identify risks requiring inspections and re-inspections; may be required to complete inspections.
• Achieve individual goals for client service, sales, quality, and productivity.
• Support programs to build multi-client relationships.
• Respond to client questions and concerns, resolve complaints, and escalate issues appropriately.

How You Will Succeed

• Remain focused and optimistic in pursuit of goals, managing your time effectively to ensure client satisfaction.
• Use information about client needs to qualify sales opportunities and communicate clearly.
• Commit to continuous improvement and building productive client relationships to exceed expectations.
• Be an effective team player and support peer development.

To Join Our Team

• General Insurance License required or must obtain within two months.
• Meet provincial licensing requirements through continuing education to maintain licenses.
• One year of sales and service experience or related business experience preferred.
• Knowledge of auto and property insurance products and sales techniques is an asset.

What You Need To Know

• Maintain strict confidentiality regarding clients' financial and personal information.
• This role involves direct contact with clients and service providers.
• Possession of a personal vehicle, valid driver’s license, and insurance may be required.
• Subject to criminal record and consumer history background checks if selected.

What’s in it for you?

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