Associate Insurance Advisor I in Hawkesbury/Alexandria, ON (Bilingual required)

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

Job summary

An established industry player in financial services is seeking an Associate Insurance Advisor I to join their dynamic team. In this role, you will support the agency operation through the sales and service of personal lines insurance products, including auto and home insurance. Your responsibilities will include advising clients on coverage options, conducting risk assessments, and building strong client relationships. This position offers a great opportunity for personal and professional growth within a supportive environment that values community engagement and continuous improvement. If you're passionate about helping clients and making a difference, this role is perfect for you.

Benefits

Training and Development Opportunities

Community Engagement 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 and service of personal lines insurance products.
• Advise clients on coverages and policies to meet their needs.
• Achieve individual goals for client service and sales.

Skills

Sales Skills

Customer Service

Communication Skills

Time Management

Problem Solving

Education

General Insurance License

Sales and Service Experience

Job description

Associate Insurance Advisor I in Hawkesbury/Alexandria, ON

Company: CGIC
Department: Retail Sales
Employment Type: Regular Full-Time
Work Model: Office-Based
Language: English is required, French is an asset
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. That’s why we prioritize our people, ensuring we provide a strong culture and development opportunities which 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 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.

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 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.

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 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 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 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.

What you need to know:

• Strict confidentiality with respect to client 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.

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.