Associate Insurance Advisor I

Co-operators; Meaford; On-site; CAD 40,000 - 80,000; Full time

Job summary

An established industry player in financial services seeks a motivated Associate Insurance Advisor I to join their Retail Sales team. This role is pivotal in supporting agency operations through the sales and service of personal lines insurance products, including auto and home insurance. You will engage with clients, providing tailored advice and building lasting relationships. The company values continuous improvement and offers robust training and development opportunities, ensuring you thrive in a supportive environment. If you are passionate about making an impact in your community while advancing your career, this is the perfect opportunity for you.

Benefits

Training and Development Opportunities

Community Engagement Opportunities

Competitive Compensation Package

Benefits Program

Qualifications

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

Responsibilities

• Sell, service, and promote personal lines insurance products.
• Advise clients on coverages and policies that meet their needs.
• Perform front-line risk assessments and support client relationships.

Skills

Sales Skills

Customer Service

Insurance Knowledge

Communication Skills

Education

General Insurance License

Sales and Service Experience

Job description

Company: CGIC

Department: Retail Sales

Employment Type: Permanent Full-Time

Work Model: Office Based

Language: This role operates in English

Hiring Manager: Crystal Collins

The Opportunity

We are a leading Canadian financial services co-operative committed to a sustainable and resilient society. Our team is essential to this strategy, and we prioritize our people by providing a strong culture and development opportunities that enable our team to thrive and live our purpose. You will work with passionate individuals who care about you, our clients, and our communities.

Our Distribution team aims to lead in client engagement among Canadian Insurers by providing seamless, personalized client experiences. Our knowledgeable team is dedicated to delivering tailored financial services solutions.

The Associate Insurance Advisor I plays a key role in supporting and developing agency operations through sales and service of Co-operators personal lines products (auto and home insurance), and may 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 by recommending coverages and policies that meet their needs.
• Prospect and cross-sell by identifying additional products/services beneficial to clients.
• Perform front-line risk assessments and selection following underwriting guidelines.
• Identify risks requiring inspections and complete inspections if needed.
• Achieve individual goals related to client service, sales, quality, and productivity.
• Support programs to build multi-client relationships.
• Respond to client questions, resolve complaints, and escalate issues appropriately.

How You Will Succeed

• Remain focused and optimistic in pursuit of goals, managing time effectively to ensure client satisfaction.
• Use client information to qualify sales opportunities and communicate clearly.
• Commit to continuous improvement and building productive client relationships.
• Be an effective team player, supporting peers' development.

To Join Our Team

• Obtain a General Insurance License within two months if not already licensed.
• Meet provincial licensing requirements, including continuing education.
• Preferably have one year of sales and service or related business experience.
• Knowledge of auto and property insurance products and sales 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.
• Possession of a vehicle, valid driver’s license, and insurance may be required.
• Subject to background checks, including Criminal Record and Consumer History, 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 package and benefits program.