Conseiller associé en assurance de niveau I

Co-operators Assurance et services financiers; Dieppe; On-site; CAD 40,000 - 80,000; Full time

Job summary

Join a leading Canadian financial services co-operative committed to sustainable growth. As an Associate Insurance Advisor I, you'll play a vital role in supporting agency operations through the sales and service of personal lines products. Your expertise will help clients navigate their insurance needs, ensuring they receive tailored solutions. This position offers a collaborative environment where you can thrive, with opportunities for training and community engagement. If you're passionate about client relationships and eager to make an impact, this is the perfect opportunity for you.

Benefits

Training and Development Opportunities

Community Engagement Opportunities

Competitive Compensation Package

Benefits Package

Qualifications

• Obtain a General Insurance License within two months if not already licensed.
• Preferably have at least one year of sales and service experience.

Responsibilities

• Sell and service personal lines insurance products.
• Advise clients on coverages and policies.
• Identify cross-selling opportunities.

Skills

Sales Experience

Client Relationship Management

Insurance Knowledge

Communication Skills

Education

General Insurance License

Sales and Service Experience

Job description

Company: CGIC
Department: Agency Contact Centre
Employment Type: Regular Full-Time
Work Model: Office-Based
Language: Bilingualism in English and French is required.
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 aims to be the leader in client engagement among Canadian Insurers, providing a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions tailored to our clients' needs.

The Associate Insurance Advisor I plays a key role in supporting and developing the agency operation, primarily through the sales and service of Co-operators personal lines products (auto and home insurance). They may also provide basic support for additional product lines.

How you will create impact:

• Sell, service, and promote profitable growth of personal lines insurance products.
• Advise clients on coverages and policies that best meet their needs.
• Identify opportunities for cross-selling and recommend additional products/services that benefit clients.
• Perform front-line risk assessments and select appropriate policies following underwriting guidelines.
• Determine which risks require inspections and re-inspections; may be required to complete inspections.
• Achieve individual goals related to client service, sales, quality, and productivity.
• Support programs aimed at building multi-client relationships.
• Respond to client questions and concerns, resolve complaints, and escalate issues when necessary.

How you will succeed:

• Stay focused and optimistic in pursuing goals, managing your time effectively to ensure client satisfaction.
• Use information about clients’ needs to qualify sales opportunities and communicate clearly and effectively.
• Commit to continuous improvement and building productive client relationships to exceed expectations.
• Be an effective team player and support the development of your peers.

To join our team:

• Obtain a General Insurance License within two months if not already licensed.
• Meet provincial licensing requirements, including continuing education, to maintain licenses.
• Preferably have at least one year of sales and service experience or related business experience.
• Knowledge of auto and property insurance products and selling techniques is an asset.

What you need to know:

• Maintain strict confidentiality regarding clients’ financial and personal information.
• This role involves direct contact with clients and service providers in their environment.
• You may need your own vehicle, valid driver’s license, and insurance.
• Undergo a Criminal Record and Consumer History background check as a condition of employment 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 and benefits package.