Associate Insurance Advisor III - Commercial and Farm Sales (Hybrid)

Co-operators; Penticton; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading Canadian financial services co-operative seeks an Associate Insurance Advisor III in Penticton. This hybrid role involves inbound and outbound sales, focusing on commercial and farm insurance products. Candidates should have at least 2 years of insurance experience and be committed to client service. The position offers competitive compensation, training, and community involvement opportunities.

Benefits

Training and development opportunities

Competitive compensation package

Community involvement opportunities

Qualifications

• Minimum of 2 years of insurance industry experience, including sales.
• Ability to obtain BC Level Two License within 60 days.
• Maintain licenses through continuing education.

Responsibilities

• Inbound and outbound sales and service for commercial and farm products.
• Advise and recommend coverages and policies that best meet client needs.
• Complete front-line risk assessments and selections.

Skills

Insurance sales

Client relationship management

Commercial insurance knowledge

Risk assessment

Education

BC Level Two License

Life Insurance License

Job description

Company : CGIC

Department : Agency Sales

Employment Type : Regular Full-Time

Work Model : Hybrid

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. Our team is essential to delivering on this strategy. We prioritize our people to ensure a strong culture and development opportunities that enable our team to thrive and live our purpose. You will work with people who care passionately about you, our clients, and our communities.

Our Distribution team aspires to be the leader in client engagement among Canadian Insurers, providing a seamless and personalized client experience. Our knowledgeable team is committed to delivering financial solutions tailored to our clients' needs.

The Associate Insurance Advisor III plays a key role in supporting and developing the agency operation. This role involves inbound and outbound sales and service for commercial and farm products, utilizing a broad knowledge of Co-operators specialty lines.

How you will create impact :

• Inbound sales, service, and profitable growth of commercial and farm products.
• Advise and recommend coverages and policies that best meet client needs.
• Focus on prospecting across all lines of business by identifying and recommending additional products/services that benefit clients.
• Complete front-line risk assessments and selections following underwriting guidelines, including inspections and re-inspections.
• Achieve individual goals for client service, sales, quality, and productivity, contributing to overall agency sales and growth targets.
• Respond to client questions and concerns, resolve complaints, and escalate issues as needed.
• Proactively review client portfolios for commercial and farm insurance.

How you will succeed :

• Remain focused and optimistic in pursuing goals, managing your time effectively to ensure client satisfaction.
• Use information about client needs to qualify sales opportunities and communicate clearly.
• Commit to continuous improvement and building strong client relationships to exceed expectations.
• Be an effective team player, providing guidance to support peers' development.

To join our team :

• Minimum of 2 years of insurance industry experience, including sales.
• Commercial insurance experience is an asset.
• BC Level two license or ability to obtain L2 license within 60 days.
• Life License is an asset.
• Meet provincial licensing requirements and maintain licenses through continuing education.

What you need to know :

• You must have a valid driver’s license.
• Maintain strict confidentiality regarding clients’ financial and personal information.
• This role involves direct contact with clients and service providers in their environment.
• Extended work hours, including evenings and weekends, may be required.
• You will undergo a Criminal Record and Consumer History background check if selected.

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.