Associate Insurance Advisor III (Penticton, BC)

Co-operators; Penticton; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading Canadian financial services co-operative seeks an Associate Insurance Advisor III in Penticton. This role involves inbound and outbound sales and service for commercial and farm products, focusing on client needs and engagement. The ideal candidate should have at least 2 years of insurance experience, strong communication skills, and a commitment to team development. The position offers a competitive compensation package and opportunities for career growth.

Benefits

Training and development opportunities

Opportunities to give back to your community

Competitive compensation package and benefits program

Qualifications

• A minimum of 2 years insurance industry experience including sales experience.
• Commercial insurance experience is an asset.
• Knowledge of insurance products and strong underwriting skills is an asset.

Responsibilities

• Inbound sales, service and profitable growth of commercial and farm products.
• Advise and recommend coverages and policies that best meet client needs.
• Proactively complete client reviews on commercial and farm portfolio.

Skills

Sales experience

Communication skills

Client relationship management

Education

BC Level two license or ability to obtain within 60 days

Life License

Job description

Company: CGIC

Department: Agency Sales

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 and outbound sales and service for commercial and farm products and utilizes a broad knowledge of Co-operators specialty lines.

How You Will Create Impact

• Inbound sales, service and profitable growth of commercial and farm products.
• Sales, service and profitable growth of commercial and farm 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 escalate issues appropriately.
• Proactively complete client reviews on commercial and farm 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.
• 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 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.