Associate Insurance Advisor II

Co-operators; West Kelowna; On-site; CAD 44,000 - 73,000; Full time

Job summary

Co-operators in Canada seeks an Associate Insurance Advisor II to support personal lines sales and service, focusing on auto and home coverage. You will advise clients, identify additional products, and work toward growth goals while upholding underwriting guidelines.

This entry-level role provides full training to obtain the General Insurance License and requires meeting provincial licensing requirements; a strong communicator and team player will thrive in a caring, client‑oriented environment

Qualifications

• General Insurance license is required.
• Meet provincial licensing requirements in accordance with continuing education.
• In-depth knowledge of auto and property insurance products.
• Strong underwriting skills.

Responsibilities

• Sales, service and profitable growth of personal lines products.
• Advise and recommend coverages and policies that meet client needs.
• Prospect for all lines of business by identifying additional products/services for clients.
• Complete front line risk assessment following underwriting guidelines.
• Achieve client service, sales, quality and productivity goals; contribute to overall agency growth.
• Respond to client questions and concerns; resolve complaints and escalate issues.
• Proactively complete client reviews on auto and home portfolios.

Skills

Sales & service

Underwriting

Prospecting

Communication

Team player

Education

General Insurance License

Job description

Company: CGIC
Department: District Offices
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.

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).

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.
• 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 portfolio.

To join our team:

• This is an entry‑level friendly role. Candidates who do not yet hold their General Insurance License are encouraged to apply. Full training and dedicated study time will be provided to help you obtain your General Insurance License within the required timeframe.
• General Insurance license is required.
• Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
• Possess in-depth knowledge of auto and property insurance products and strong underwriting skills.

How you will succeed:

• You influence change and are committed to continuous improvement, in order to exceed client expectations.
• You leverage critical thinking skills to identify problems and proactively propose solutions.
• Your strong communication skills allow you to clearly convey messages.
• You’re an effective team player who shares knowledge to support our 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
• Flexible work options and paid time off to support your personal and family needs.
• A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
• Paid volunteer days to give back to your community.
• In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.

Expected salary/hourly range $43,550 - $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.