Client Insurance Advisor — Hybrid with Licensing Training

Emplo Inc.; Outaouais; Hybrid; CAD 44,000 - 73,000; Full time

Benefits offered by this job

Training and development

Flexible work options

Paid time off

Job summary

Co-operators is seeking a Retail Sales professional for a Hybrid role in Canada. The position focuses on selling auto and property insurance, applying underwriting guidelines, and building cross-channel sales opportunities while delivering excellent client service.

Proficiency in French is essential for servicing primarily francophone clients; English is an asset. A Personal Lines license is preferred, and a background check may be required as part of employment.

Qualifications

• One year of experience in an office environment is an asset.
• Some post-secondary education.
• Knowledge of underwriting practices and home and auto insurance products is an asset.
• Having the Personal lines Damage Insurance Licence delivered by l’Autorité des marchés financiers du Québec (AMF) is an asset.
• Proficiency in French is essential to the main duties in this role, including servicing and communicating primarily with majority francophone clients, groups, teams.

Responsibilities

• Selling auto and property insurance to clients by identifying insurance needs, proactively building a network that cultivates sales opportunities and responding to cross-channel leads in a timely fashion.
• Applying appropriate underwriting guidelines within current binding authority levels, providing quotes and upselling and cross-selling other product lines through referrals.
• Contributing to the overall sales growth plan by achieving individual sales, quality and productive goals.
• Providing exceptional client service through responding to client inquiries and concerns, resolving complaints and escalating matters appropriately.
• Maintaining client retention by supporting referrals and effectively communicating, listening and negotiating with clients who inquire about cancellation.

Skills

English proficiency

French required

Education

Secondary 5

Post-secondary education

Job description

Co-operators is seeking a Retail Sales professional for a Hybrid role in Canada. The position focuses on selling auto and property insurance, applying underwriting guidelines, and building cross-channel sales opportunities while delivering excellent client service.

Proficiency in French is essential for servicing primarily francophone clients; English is an asset. A Personal Lines license is preferred, and a background check may be required as part of employment.