Associate Insurance Advisor II

Co-operators; Alberta; On-site; CAD 45,000 - 55,000; Full time

Job summary

Join a leading Canadian financial services co-operative as an Associate Insurance Advisor II. In this role, you will drive sales and service, advising clients on insurance products and conducting risk assessments. With a focus on personal and specialty lines, you will contribute to agency growth while maintaining strong client relationships. The position offers opportunities for professional development and a competitive compensation package.

Benefits

Training and development

Opportunities to give back to your community

Competitive compensation and benefits package

Qualifications

• At least 2 years of insurance industry experience, including sales.
• In-depth knowledge of auto and property insurance.

Responsibilities

• Drive sales, service, and profitable growth across personal and specialty lines products.
• Advise clients on coverage options and policies.
• Conduct regular client reviews for portfolios.

Skills

Sales

Client Service

Underwriting

Education

General Insurance License

Life License

Job description

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

Company : CGIC

Employment Type : Regular Full-Time

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 delivering on this strategy, and we prioritize our people by providing a strong culture and development opportunities to enable our team to thrive and live our purpose. You will work with passionate colleagues who care about you, our clients, and our communities.

Our Distribution team aims to lead in client engagement among Canadian Insurers, providing seamless and personalized experiences. Our knowledgeable team is committed to delivering solutions tailored to our clients' needs.

The Associate Insurance Advisor II supports and develops agency operations primarily through sales and service. This role requires broad knowledge of The Co-operators insurance products, including personal lines (auto, home), specialty lines (farm, commercial), and, if licensed, life and wealth products.

How You Will Create Impact

• Drive sales, service, and profitable growth across personal and specialty lines products.
• Advise clients on coverage options and policies that meet their needs.
• Proactively prospect for new clients and recommend additional products / services.
• Conduct risk assessments and follow underwriting guidelines.
• Perform inspections and re-inspections as necessary.
• Achieve personal goals in client service, sales, quality, and productivity, contributing to overall agency growth.
• Respond to client inquiries, resolve complaints, and escalate issues when needed.
• Conduct regular client reviews for auto, home, farm, and commercial portfolios.

How You Will Succeed

• Maintain focus and optimism to achieve goals despite obstacles, managing your time effectively.
• Use client information to qualify sales opportunities and communicate clearly.
• Build continuous relationships to exceed client expectations.
• Be a team player and support peer development.

To Join Our Team

• Hold a General Insurance license.
• Having a Life license is an asset.
• Meet provincial licensing requirements and maintain licenses through continuing education.
• Preferably have at least 2 years of insurance industry experience, including sales.
• Possess in-depth knowledge of auto and property insurance and strong underwriting skills.

What You Need To Know

• Occasional travel may be required.
• A valid driver's license and insurance are necessary.
• You will undergo a Criminal Record and Consumer History background check if hired.

What’s in it for you?

• Training and development to grow your career.
• Opportunities to give back to your community.
• A competitive compensation and benefits package.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Sales and Business Development

Referrals increase your chances of interviewing at Co-operators by 2x.

Get notified about new Insurance Advisor jobs in Fairview, Alberta, Canada .