Associate Insurance Advisor II

Co-operators; High Prairie; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading Canadian financial services co-operative is seeking an Associate Insurance Advisor II to support sales and service in their agency operations. The role involves driving sales, advising clients on insurance products, and contributing to agency growth. Ideal candidates will have a General Insurance license and experience in the insurance industry. This position offers opportunities for training, career growth, and a competitive compensation package.

Benefits

Opportunities for training and career growth

Community engagement opportunities

Competitive compensation package and benefits

Qualifications

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

Responsibilities

• Drive sales and provide service for personal and specialty lines products.
• Advise clients on coverages and policies.
• Conduct risk assessments and client reviews.

Skills

Sales

Client Service

Underwriting

Education

General Insurance License

Life 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 being a catalyst for a sustainable and resilient society. Our team is essential to delivering on this strategy. We prioritize our people to ensure a strong culture and development opportunities that enable our team to thrive and live our purpose. The best part is that 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. 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 plays a key role in supporting and developing 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 (auto, home) and specialty lines (farm and commercial). If licensed in life insurance, may also provide sales and service for life and wealth products.

How you will create impact:

• Drive sales, provide service, and contribute to profitable growth of personal and specialty lines products.
• Advise clients and recommend coverages and policies that best meet their needs.
• Proactively prospect for all lines of business by identifying and recommending additional products/services that benefit clients.
• Conduct risk assessments and make selections following underwriting guidelines.
• Perform inspections and re-inspections as needed.
• Achieve individual goals related to client service, sales, quality, and productivity, and contribute to overall agency sales and growth.
• Respond to client questions and concerns, resolve complaints, and escalate issues appropriately.
• Proactively conduct client reviews on auto, home, farm, and commercial portfolios.

How you will succeed:

• Remain focused and optimistic in pursuing goals, managing your time effectively to ensure client satisfaction.
• Leverage information about clients' needs 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 the development of peers.

To join our team:

• Possess a General Insurance license.
• 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.
• Valid driver's license and insurance are required.
• You will undergo a Criminal Record and Consumer History background check if selected.

What's in it for you?

• Opportunities for training and career growth.
• Opportunities to give back to your community.
• A competitive compensation package and benefits program.