Associate Insurance Advisor II

Co-operators; Richmond Hill; On-site; CAD 43,550 - 72,583; Full time

Benefits offered by this job

Training & development

Community involvement

Benefits package

Job summary

CGIC in Canada is seeking a Regular Full-Time Insurance Advisor in an office-based role. The bilingual requirement includes English with Cantonese/Mandarin, reflecting a diverse client base.

The role focuses on personal lines, auto and home coverages, with a strong emphasis on sales, service, and growth. Licensing, underwriting, and ongoing CE are part of the job responsibilities; compensation aligns with market conditions.

Qualifications

• Minimum 2 years insurance industry experience including sales preferred.
• possess in-depth knowledge of auto and property insurance products and strong underwriting skills.
• Must meet provincial licensing requirements and obtain/maintain required licences.

Responsibilities

• Sales, service and profitable growth of personal lines products.
• Advise and recommend coverages and policies to meet client needs.
• Prospect for all lines of business by identifying and recommending additional products.
• Perform front line risk assessment and follow underwriting guidelines.
• Complete inspections and re-inspections.
• Achieve individual goals for client service, sales, quality and productivity.
• Respond to client questions, resolve complaints and escalate issues appropriately.
• Proactively complete client reviews on auto and home portfolios.

Skills

Insurance sales

Underwriting skills

Licensing compliance

Agency client service

License (Other Than Life)

Job description

Company: CGIC

Department: Retail Sales

Employment Type: Regular Full-Time

Work Model: Office-Based

Language: Bilingualism in English and Cantonese/Mandarin is required.

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.

How You Will Create Impact

• Sales, service and profitable growth of both personal 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 and home portfolios.

To Join Our Team

• Other Than Life license is required.
• 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.

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.

What You Need To Know

• You will be subject to a 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 $43,550 to $72,583

The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not 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.