Associate Insurance Advisor II

Co-operators; Barrie; On-site; CAD 45,000 - 75,000; Full time

Job summary

Join a leading Canadian financial services co-operative dedicated to delivering personalized client experiences. As an Associate Insurance Advisor II, you will play a vital role in supporting agency operations through sales and service. This dynamic position involves advising clients on insurance products, conducting risk assessments, and driving profitable growth. You will thrive in a culture that prioritizes development and community engagement, working alongside passionate individuals committed to making a difference. If you're ready to take your insurance career to the next level, this opportunity is perfect for you.

Benefits

Opportunities for training and career growth

Community engagement opportunities

Competitive compensation and benefits

Qualifications

• 2+ years of insurance industry experience with a focus on sales.
• In-depth knowledge of auto and property insurance products.

Responsibilities

• Drive sales and service across personal and specialty lines products.
• Advise clients on coverage and perform risk assessments.

Skills

Sales Skills

Client Relationship Management

Underwriting Skills

Risk Assessment

Education

General Insurance License

Life Insurance License

Job description

Company: CGIC
Department: Retail Sales
Employment Type: Regular 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 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 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 aims to be the leader in client engagement among Canadian Insurers, providing seamless and personalized client experiences. Our knowledgeable team is dedicated to delivering financial solutions tailored to our clients' needs.

The Associate Insurance Advisor II plays a key role in supporting and developing the agency operation through sales and service. This role requires broad knowledge of The Co-operators insurance products, including personal lines (auto, home), specialty lines (farm and commercial), and potentially life and wealth products if licensed.

How you will create impact:

• Drive sales, service, and profitable growth across personal and specialty lines products.
• Advise clients and recommend coverages and policies that meet their needs.
• Proactively prospect for all lines of business and suggest additional products/services beneficial to clients.
• Perform risk assessments and selection following underwriting guidelines.
• Conduct inspections and re-inspections as needed.
• Meet individual goals for client service, sales, quality, and productivity, contributing to overall agency growth.
• Address client questions and concerns, resolve complaints, and escalate issues appropriately.
• Proactively review client portfolios across auto, home, farm, and commercial lines.

How you will succeed:

• Stay focused and optimistic in pursuing goals, managing your time effectively to ensure client satisfaction.
• Use client information to qualify sales opportunities and communicate clearly.
• Commit to continuous improvement and building strong client relationships to exceed expectations.
• Be an effective team player and support your peers' development.

To join our team:

• Possess 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.
• Have in-depth knowledge of auto and property insurance products and strong underwriting skills.

What you need to know:

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

What's in it for you?

• Opportunities for training and career growth.
• Chance to give back to your community.
• Competitive compensation and benefits.