Associate Insurance Advisor II

Co-operators; Kingston; On-site; CAD 40,000 - 55,000; Full time

Job summary

A leading Canadian financial services co-operative is looking for an Associate Insurance Advisor II in Kingston. This role focuses on driving sales and providing excellent service for personal lines products, advising clients on their insurance needs. Candidates should pursue a General Insurance license and possess strong sales and customer relationship skills. The position offers development opportunities and a competitive compensation package.

Benefits

Training and development opportunities

Community involvement

Competitive compensation and benefits

Qualifications

• Obtain a General Insurance license within 2 months if not already licensed.
• Sales experience is an asset.

Responsibilities

• Drive sales and service for personal lines products.
• Advise clients on coverages that meet their needs.
• Conduct risk assessments and client reviews.

Skills

Sales acuity

Client relationship management

Effective communication

Education

General Insurance license

Job description

Company: CGIC

Department: Agency Contact Centre

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 ensure a strong culture and development opportunities, enabling 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 a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions tailored to our clients' needs.

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

How You Will Create Impact

• Drive sales, service, and profitable growth of personal lines products.
• Advise clients and recommend coverages and policies that meet their needs.
• Proactively prospect for all lines of business by identifying and suggesting additional products/services that benefit clients.
• Perform front-line risk assessments and selections following underwriting guidelines.
• Conduct 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 targets.
• Respond to client questions and concerns, resolve complaints, and escalate issues when necessary.
• Proactively conduct client reviews on auto & home portfolios.

How You Will Succeed

• Maintain focus and optimism in pursuing goals, managing your time effectively to ensure client satisfaction.
• Use information about clients' needs to qualify sales opportunities and communicate effectively.
• Commit to continuous improvement and building productive client relationships to exceed expectations.
• Be an effective team player and support the development of peers.

To Join Our Team

• Obtain a General Insurance license within 2 months if not already licensed.
• Meet provincial licensing requirements and maintain licenses through continuing education.
• Sales experience is an asset.

What You Need To Know

• You will undergo a Criminal Record and Consumer History background check if selected.

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.