Associate Insurance Advisor II

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

Job summary

A leading insurance provider in Canada seeks an Associate Insurance Advisor II to support sales and service for home and auto insurance products. The successful candidate will leverage strong communication skills to meet client needs and achieve sales targets, all while ensuring compliance with insurance regulations.

Benefits

Training and development opportunities

A competitive compensation package

Opportunities to give back to the community

Qualifications

• One (1) year sales and service experience or related business experience preferred.
• Must obtain General Insurance License within two months.

Responsibilities

• Sales, service, and profitable growth of personal lines (Home & Auto).
• Advise on coverages and policies based on client needs.
• Achieve individual goals for client service and sales.

Skills

Communication

Sales Techniques

Customer Relations

Education

General Insurance License

Job description

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

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 II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The Co-operators insurance products and services including personal lines ( Home and Auto )

What You’re Responsible For

• Sales, service and profitable growth of personal lines ( Home & Auto )
• Advise and recommend coverages and policies that best meet client needs.
• Actively focus on prospecting for all lines of business by identifying and recommending additional products/services that benefit the client.
• Complete front line risk assessment and selection following underwriting guidelines.
• Complete inspections and re-inspections.
• Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals.
• Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately.
• Proactively complete client reviews on the auto and home.
  
  
  

What To Expect

• You are required to have a 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 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'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.