Associate Insurance Advisor III

Co-operators; Morinville; On-site; CAD 55,000 - 75,000; Full time

Job summary

Co-operators in Alberta is seeking an Associate Insurance Advisor III to deliver inbound sales and service for life and wealth products while applying broad knowledge of personal lines (auto, home) and specialty lines (farm and commercial). You will support agency operations and work with clients to identify coverage that meets their needs.

This full-time role requires insurance industry experience, an active General Insurance license, and compliance with provincial licensing rules.

Qualifications

• Minimum 2 years insurance industry experience including sales.
• General Insurance license is required.
• Meet provincial licensing requirements in accordance with continuing education to obtain and maintain all licenses.
• Knowledge of insurance products and underwriting skills is an asset.

Responsibilities

• Inbound sales, service and profitable growth of insurance products.
• Sales, service and profitable growth of both personal lines and specialty 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 and 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 escalates issues appropriately.
• Proactively complete client reviews on the auto, home, farm and/or commercial portfolio.

Skills

Sales

Customer service

Communication

Team player

Education

General Insurance License

Tools

Underwriting skills

Insurance product knowledge

Job description

Company: CGIC
Department: West District
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.

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 III is a key player in the support and development of the agency operation. This role provides inbound sales and service for life and wealth products and utilizes a broad knowledge of The Co-operators personal lines (auto, home) and specialty lines (farm and commercial).

How You Will Create Impact

• Inbound sales, service and profitable growth of insurance products.
• Sales, service and profitable growth of both personal lines and specialty 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 and 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 escalates issues appropriately.
• Proactively complete client reviews on the auto, home, farm and/or commercial portfolio.

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.

To Join Our Team

• A minimum of 2 years insurance industry experience including sales experience.
• General Insurance license is required.
• Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
• Knowledge of insurance products and strong underwriting skills is an asset.

What You Need To Know

• You are required to have a valid driver’s license.
• 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.
• Extended work hours, including evenings and weekends, may be require
• 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.

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.