Associate Insurance Advisor III (Kelowna, BC)

Co-operators; Kelowna; On-site; CAD 45,253 - 75,421; Full time

Benefits offered by this job

Training and development opportunities

Competitive compensation package

Community involvement opportunities

Job summary

Co-operators is seeking an Associate Insurance Advisor III for their office in Kelowna, Canada. The role involves sales, service, and management of personal and specialty lines products. Candidates require at least 2 years of insurance experience and a level 2 General Insurance license.

The position focuses on achieving sales goals while providing excellent client service, contributing to overall agency growth. A competitive compensation package along with training and development opportunities will be offered.

Qualifications

• Minimum of 2 years insurance industry experience including sales experience.
• A level 2 General Insurance license.
• Meet all provincial licensing requirements.

Responsibilities

• Sales, service and profitable growth of personal and specialty lines products.
• Advise and recommend coverages to meet client needs.
• Complete front-line risk assessment and selection following underwriting guidelines.

Skills

Sales experience

Insurance product knowledge

Communication skills

Education

General Insurance license

2+ years insurance industry experience

Job description

Company: CGIC
Department: Retail Sales
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.

The Associate Insurance Advisor III is a key player in the support and development of the agency operation. This role utilizes a broad knowledge of The Co‑operators personal lines (auto, home) and specialty lines (farm and commercial).

How You Will Create Impact

• 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 elevate issues appropriately.
• Proactively complete client reviews on the auto, home, farm and/or commercial portfolio.

To Join Our Team

• A minimum of 2 years insurance industry experience including sales experience.
• A level 2 General Insurance license.
• 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.

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.

What You Need To Know

• You will be subject to a 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.

Salary information

Expected salary/hourly range $45,253 - $75,421 (min‑max, full range). This role is eligible to participate in a sales incentive plan for additional compensation.

Salary placement

The salary amount for the successful candidate is determined by Co‑operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job‑related factors such as knowledge, skills, qualification, experience and education.

Incentive/Variable pay

Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.