Associate Insurance Advisor II - Commercial Specialist

Wright Insurance & Investments Inc.; Ontario; On-site; CAD 55,000 - 70,000; Full time

Job summary

A leading Canadian financial services co-operative seeks an Associate Insurance Advisor II to support commercial insurance clients. Responsibilities include client communication, policy processing, and sales growth. The role offers a competitive salary, commissions, and opportunities for professional development.

Benefits

Health benefits

Commissions and incentives

Training programs

Career development opportunities

Qualifications

• Two years sales and service experience preferred.
• General Insurance License (OTL) required.

Responsibilities

• Service and profitable growth of specialty lines products.
• Advise and recommend coverages and policies.
• Respond to client questions and resolve complaints.

Skills

Communication

Client Relationship Management

Sales

Education

General Insurance License (OTL)

Job description

Company : Wright Insurance & Investments Inc. via Cooperators

Position Title : Associate Insurance Advisor II – Commercial Specialist

Employment Type : Regular Full-Time / Monday - Friday 9am- 5pm

Work Model : This is an in-office role located in Cobourg, Ontario.Remote work possible for the right candidate.

Compensation : $55,000 - $70,000 +commissions (salary dependent on experience)

Requirements : Previous experience and an active General Insurance License (OTL)

The Role : The Associate Insurance Advisor II role is a key player in the support and development of agency operations with a dedicated focus on servicing our commercial insurance clients. Your day-to-day tasks will include client communications, assessing insurance needs, recommending suitable insurance products, processing policy applications, and providing exceptional customer service. Previous experience required.

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. Our knowledgeable and trusted team is committed to delivering services and solutions to meet our clients' unique needs by providing a seamless and personalized client experience. Together, we create a positive and productive work environment that offers opportunities for growth and professional development.

What you’re responsible for :

• Service and profitable growth of specialty lines products (commercial insurance).
• Advise and recommend coverages and policies that best meet client needs.
• Prospect and cross sell 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.
• Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately.
• Payment processing and organized filing.

What to expect :

• Strict confidentiality with respect to client’s financial status and other personal information.
• This role involves direct contact with clients and / or service providers in their environment.
• You may be required to have your own vehicle, 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.

To be successful :

• 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.

What’s in it for you :

• 55,000 - $70,000
• Commissions and incentives that recognize strong performance.
• Health benefits for you and dependents.
• Resources and support needed to develop your client portfolio and advance your career goals.
• Training programs and opportunities for career development.

To join our team :

• Two (2) years sales and service experience or related business experience is preferred.
• General Insurance License (OTL) is required.
• LLQP Life License is an asset.
• Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
• Knowledge of auto and property insurance products is an asset and experience with selling techniques is preferred.