Associate Insurance Advisor II - Commercial & Farm Specialist

Co-operators; Alliston; On-site; CAD 50,000 - 65,000; Full time

Job summary

A leading company in the insurance sector is looking for an Associate Insurance Advisor II specializing in commercial and farm insurance. The ideal candidate will drive business development, manage client accounts, and provide tailored insurance solutions. This role requires strong customer service and sales skills, along with a commitment to exceptional client support. Opportunities for training, career growth, and a competitive compensation package await the right candidate.

Benefits

Training and development opportunities

Community involvement opportunities

Competitive compensation package

Excellent commission structure

Benefits

Qualifications

• Some experience in commercial and farm insurance sales and service preferred.
• General insurance license (OTL) or will obtain it within 1 month.

Responsibilities

• Conduct inbound and outbound calls to build a sales pipeline.
• Complete risk assessments and conduct commercial and farm inspections.
• Review policies to identify changing coverage needs.

Skills

Customer Service

Sales

Communication

Education

General Insurance License (OTL)

LLQP Life License

Job description

Associate Insurance Advisor II - Commercial & Farm Specialist

We are seeking a motivated and dynamic Specialist to join our team. The ideal candidate will possess a strong background in customer service and sales, focusing on customer solutions. This role is essential for driving business development and account management efforts, ensuring clients receive exceptional service and support.

The Specialist will work closely with customers to understand their needs and provide tailored solutions that enhance their experience.

As the Commercial and Farm Specialist, you will be responsible for new client growth and expanding the commercial and farm portfolio through outbound prospecting, client contact, and sales activities. You will identify prospects in business markets, service clients, assess risks, and present customized insurance solutions.

How you will create impact:

1. Conduct inbound and outbound calls to prospect and proactively build a sales pipeline, develop marketing plans to promote insurance offerings, and contribute to sales, profitability, and growth goals.
2. Complete risk assessments and conduct commercial and farm inspections following underwriting guidelines.
3. Work with clients to review goals, provide risk management advice, recommend coverage options, update policies, and document changes.
4. Review policies to identify changing coverage needs, respond to inquiries, resolve complaints, and escalate issues as necessary.
5. Participate in events to increase brand awareness and develop community contacts to maximize new business opportunities.

How you will succeed:

1. Remain focused and optimistic in pursuing goals despite barriers, managing your sales portfolio effectively.
2. Develop plans to expand market penetration and apply innovative approaches to improve operational efficiency with a client-centric focus.
3. Utilize strong communication skills to influence and persuade others and facilitate mutually beneficial solutions.
4. Engage with customers to identify needs and provide effective solutions.
5. Build and maintain strong client relationships through excellent account management.
6. Collaborate with the sales team to drive sales initiatives.

To join our team:

• Some experience in commercial and farm insurance sales and service or related business experience is preferred.
• You hold a General insurance license (OTL) or will obtain it within 1 month.
• LLQP Life License is an asset.

What you need to know:

• You must have your own vehicle, valid driver’s license, and insurance.
• Regular travel is required.
• This role involves direct contact with clients and service providers in their environment.
• You will undergo a Criminal Record and Consumer History background check if selected.

What’s in it for you?

• Training and development opportunities for career growth.
• Opportunities to give back to your community.
• A competitive compensation package with excellent commission structure and benefits.

Join us in making a difference by providing exceptional service and innovative solutions to our clients!