Associate Insurance Advisor I

Co-operators; Dieppe; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading Canadian financial services co-operative is seeking an Associate Insurance Advisor I to support agency operations through the sales and service of personal lines products. This role involves advising clients, managing risks, and achieving sales goals while ensuring client satisfaction. The ideal candidate will have a General Insurance License and experience in sales and service.

Benefits

Training and development opportunities

Opportunities to give back to your community

Competitive compensation package and benefits program

Qualifications

• One year of sales and service experience or related business experience preferred.
• Knowledge of auto and property insurance products and sales techniques is an asset.

Responsibilities

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

Skills

Bilingualism

Client Relationship Management

Sales

Education

General Insurance License

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, which is why we prioritize our people, providing a strong culture and development opportunities that enable our team to thrive and live our purpose. The best part is working with people who 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 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), with some support for additional product lines.

How You Will Create Impact

• Sales, service, and profitable growth of personal lines insurance products.
• Advise and recommend coverages and policies that best meet client needs.
• Prospect and cross-sell by identifying and recommending additional products/services that benefit the client.
• Complete front-line risk assessment and selection following underwriting guidelines.
• Identify risks requiring inspections and re-inspections; may be required to complete inspections.
• Achieve individual goals for client service, sales, quality, and productivity.
• Support programs to build multi-client relationships.
• Respond to client questions and concerns, 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.
• Leverage client information to qualify sales opportunities and communicate clearly.
• Commit to continuous improvement and building productive client relationships to exceed expectations.
• Be an effective team player, providing guidance to support peer development.

To Join Our Team

• General Insurance License required or to be obtained within two months.
• Meet provincial licensing requirements, including continuing education.
• One year of sales and service experience or related business experience preferred.
• 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.
• Role involves direct contact with clients and service providers.
• Possibility of needing own vehicle, valid driver’s license, and insurance.
• Subject to a criminal record and consumer history background check 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.