Associate Insurance Advisor I

Co-operators; Thorsby; On-site; CAD 40,000 - 60,000; Full time

Job summary

An established industry player is seeking an Associate Insurance Advisor I to join their team. This entry-level position offers a unique opportunity to engage with clients, providing personalized insurance solutions for auto and home products. You will thrive in a supportive environment that prioritizes professional development and community involvement. With a focus on sales and service, you will build meaningful client relationships while achieving individual goals. If you're passionate about helping others and eager to grow your career in the insurance sector, this role is perfect for you.

Benefits

Training and Development Opportunities

Community Involvement Opportunities

Competitive Compensation Package

Benefits Program

Qualifications

• General Insurance License required or must be obtained within two months.
• One year of sales and service experience is preferred.

Responsibilities

• Sales, service, and profitable growth of personal lines insurance products.
• Advise and recommend coverages and policies that best meet client needs.

Skills

Sales Experience

Customer Service

Insurance Knowledge

Communication Skills

Education

General Insurance License

Sales and Service Experience

Job description

Join to apply for the Associate Insurance Advisor I role at Co-operators

Company: CGIC
Department: Retail Sales
Employment Type: Permanent Full-Time
Work Model: Office-Based
Language: This role operates in English
Additional Information: This/these role(s) is/are currently vacant

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 deliver on this strategy. We prioritize our people to ensure a strong culture and development opportunities that enable 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 aspires to be the leader in client engagement among Canadian Insurers, striving 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 supports and develops the agency operation primarily through sales and service of Co-operators personal lines products (auto and home insurance) and may support additional product lines.

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 clients’ 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 your peers’ development.

To Join Our Team

• General Insurance License is required or must be obtained within two months.
• Meet provincial licensing requirements, including continuing education.
• One year of sales and service experience or related business experience is preferred.
• Knowledge of auto and property insurance products and selling 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.
• You may need your own vehicle, valid driver’s license, and insurance.
• Subject to background checks, including Criminal Record and Consumer History.

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.

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Sales and Business Development