The Associate Insurance Advisor I is a key player in the support and development of the agency operation primarily through the sales and service of The Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines.
Roles and responsibilities:
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 which risks require 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 customer complaints and escalate issues appropriately.
May provide administrative support including ordering supplies, bank deposits, maintaining office records
Supervisory Responsibilities:
Direct Reports: 0
Budget Responsibilities: None
Working Conditions:
Physical: Regular office environment. May be required to work flexible hours. May require occasional travel outside the office.
Qualifications and Skills:
General Insurance License is required or must obtain within two (2) months
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses
One (1) year sales and service experience or related business experience is preferred
Knowledge or experience with selling techniques is preferred
Knowledge of auto and property insurance products is an asset
Skilled in communication (verbal and written), organization, time management, client service, decision making
Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft Office
Valid driver’s license may be required
The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment.
Job Type: Full-time
