Associate Insurance Advisor II

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

Job summary

A leading Canadian financial services co-operative seeks an Associate Insurance Advisor II. In this office-based role, you will support the agency's sales and service operations, providing tailored insurance advice to clients and helping them navigate various insurance products. Ideal candidates will possess relevant insurance licenses and a proven track record in sales with strong communication skills.

Benefits

Training and development opportunities

Competitive compensation package

Benefits program

Opportunities to contribute to the community

Qualifications

• Minimum 2 years insurance industry experience, preferably in sales.
• In-depth knowledge of auto and property insurance products.
• Strong underwriting skills and ability to advise on coverages.

Responsibilities

• Sales and service of personal and specialty line products.
• Advise clients on coverages and risk assessments.
• Achieve individual sales and client service goals.

Skills

Sales

Client Relationship Management

Communication

Education

General Insurance License

Life License

Job description

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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 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.

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 (auto, home) and specialty lines (farm and commercial). In addition, may provide sales and service for life and wealth products if life licensed.

How You Will Create Impact

• Sales, service and profitable growth of both personal lines and specialty lines 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 escalate issues appropriately.
• Proactively complete client reviews on the auto, home, farm and/or commercial portfolio.
  
  
  

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

• General Insurance license is required.
• A Life license is an asset.
• Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
• A minimum of 2 years insurance industry experience including sales experience is preferred.
• Possess in-depth knowledge of auto and property insurance products and strong underwriting skills.
  
  
  

What You Need To Know

• You will travel occasionally.
• 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.
  
  
  

What's it in for you?

• Training and development opportunities to grow your career.
• Opportunities to give back to your community.
• A competitive compensation package and benefits program.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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