Associate Insurance Advisor II in Woodstock

Co-operators; Woodstock; On-site; CAD 45,000 - 75,000; Full time

Job summary

An established industry player seeks a motivated Associate Insurance Advisor II to enhance client engagement and drive sales in Woodstock. This role is pivotal in providing personalized insurance solutions, focusing on both personal and specialty lines. You'll leverage your knowledge of insurance products to recommend the best coverages, ensuring client satisfaction and contributing to agency growth. With opportunities for training and community involvement, this position offers a competitive compensation package and a chance to make a meaningful impact in clients' lives. If you are passionate about the insurance industry and dedicated to client success, this is the perfect opportunity for you.

Benefits

Training and Development Opportunities

Community Involvement Opportunities

Competitive Compensation Package

Benefits Program

Qualifications

• General Insurance license required, Life license is an asset.
• Minimum 2 years insurance industry experience preferred.

Responsibilities

• Sales and service of personal and specialty lines products.
• Achieve individual goals for client service and sales.
• Respond to client questions and resolve complaints.

Skills

Client Engagement

Sales and Service

Insurance Knowledge

Risk Assessment

Communication Skills

Time Management

Education

General Insurance License

Life License

Job description

Associate Insurance Advisor II in Woodstock

Job Category: Sales

Requisition Number: ASSOC003207

Posted: December 17, 2024

Employment Type: Regular Full-Time

Work Model: Office Based

Language: This role operates in English.

Locations

Woodstock, ON, CAN

Description

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.

What you’re responsible for:

1. Sales, service and profitable growth of both personal lines and specialty lines products.
2. Advise and recommend coverages and policies that best meet client needs.
3. Actively focus on prospecting for all lines of business by identifying and recommending additional products/services that benefit the client.
4. Complete front line risk assessment and selection following underwriting guidelines.
5. Complete inspections and re-inspections.
6. Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals.
7. Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately.
8. Proactively complete client reviews on the auto, home, farm and/or commercial portfolio.

What to expect:

1. You will travel occasionally.
2. You are required to have a valid driver’s license and insurance.
3. 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:

1. 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.
2. 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.
3. You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.
4. You’re an effective team player and provide guidance to support the development of your peers.

To join our team:

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

What's in it for you?

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