Associate Insurance Advisor II

Co-operators Assurance et services financiers; Nova Scotia; On-site; CAD 41,000 - 69,000; Full time

Benefits offered by this job

Training and development

Competitive compensation

Community involvement opportunities

Job summary

CGIC in Nova Scotia is looking for an Associate Insurance Advisor II to support the Retail Sales team. The role focuses on selling and servicing personal lines (auto and home), advising on coverages, and proactively identifying additional products that meet client needs.

You will work toward meeting client service and sales goals, complete risk assessments, and participate in inspections. A valid OTL license and provincial licensing compliance are required or pursued as part of the role.

Qualifications

• 1 year sales and service experience or related business experience.
• Knowledge of auto and property insurance products helpful.
• Willing to obtain OTL license and meet provincial licensing requirements.

Responsibilities

• Sell and service personal lines auto and home products.
• Advise on coverages and policies meeting client needs.
• Prospect for new business and cross-sell additional products.
• Complete front line risk assessment and underwriting guidance.
• Perform inspections and re-inspections.
• Meet individual and agency sales and service goals.
• Respond to client questions and resolve complaints.
• Conduct client reviews of auto and home portfolios.

Skills

Sales & service

Communication skills

Client focus

Education

OTL license

Provincial licensing

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

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.

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 (auto and home).

How you will create impact

• Sales, service and profitable growth of both personal lines (auto, home) products.
• 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 escalates issues appropriately.
• Proactively complete client reviews on the auto and home portfolios.

How you will succeed

• 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

• Willing and able to obtain OTL (Other Than Life) license
• 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 you need to know

• 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.

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.

Salary information

Expected salary range $41,372 to $68,954

The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.

Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics