Associate Insurance Advisor III in Ottawa

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

Job summary

An established industry player is seeking an Associate Insurance Advisor III to enhance client engagement and deliver tailored financial solutions. This role plays a crucial part in inbound sales and service for life and wealth products, while also supporting personal and specialty lines. You'll be part of a dedicated team focused on achieving client satisfaction and driving profitable growth. If you're passionate about making a positive impact in the community and thrive in a collaborative environment, this opportunity is perfect for you. Join a company that values your development and offers a competitive compensation package, all while helping clients secure their financial future.

Benefits

Training and Development Opportunities

Community Engagement Opportunities

Competitive Compensation Package

Benefits Program

Qualifications

• Minimum 2 years of insurance industry experience with a focus on sales.
• General Insurance license required; Life License is an asset.

Responsibilities

• Provide inbound sales and service for life and wealth products.
• Advise clients on coverages and policies to meet their needs.

Skills

Sales Experience

Client Relationship Management

Communication Skills

Time Management

Education

General Insurance License

Life License

Job description

Associate Insurance Advisor III in Ottawa

Company: CGIC

Department: Newor Dist - Nat Capital

Employment Type: Regular Full-Time

Work Model: Office-Based

Language: This role operates in English.

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:

1. Inbound sales, service and profitable growth of Life and Wealth products.
2. Sales, service and profitable growth of both personal lines and specialty lines products.
3. Advise and recommend coverages and policies that best meet client needs.
4. Actively focus on prospecting for all lines of business by identifying and recommending additional products/services that benefit the client.
5. Complete front-line risk assessment and selection following underwriting guidelines and 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.

How you will succeed:

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

What you need to know:

1. You are required to have a valid driver’s license.
2. Strict confidentiality with respect to client’s financial status and other personal information.
3. This role involves direct contact with clients and/or service providers in their environment.
4. Extended work hours, including evenings and weekends, may be required.

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.