Associate Insurance Advisor I

Co-operators; Toronto; On-site; CAD 40,000 - 70,000; Full time

Job summary

An established industry player in financial services is seeking a motivated Associate Insurance Advisor I to enhance client engagement and deliver tailored insurance solutions. This role focuses on the sales and service of personal lines products, including auto and home insurance, while fostering strong relationships with clients. The ideal candidate will possess a General Insurance License, exhibit exceptional communication skills, and demonstrate a commitment to client satisfaction. Join a dynamic team that values training and development, and offers a competitive compensation package while making a positive impact in the community.

Benefits

Training and development opportunities

Community involvement opportunities

Competitive compensation package

Benefits program

Qualifications

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

Responsibilities

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

Skills

Sales Skills

Customer Service

Communication Skills

Time Management

Education

General Insurance License

Sales and Service Experience

Job description

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 Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines.

What you’re responsible for:

• 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 which risks require 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 customer complaints and escalate issues appropriately.

What to expect:

• Strict confidentiality with respect to client’s financial status and other personal information.
• This role involves direct contact with clients and/or service providers in their environment.
• You may be required to have your own vehicle, valid driver’s license and insurance.
• 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:

• 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.

To join our team:

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

What we offer:

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