The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The Cooperators insurance products and services including personal lines (auto, home) and specialty lines (farm and commercial). In addition, may provide sales and service for life and wealth products if life licensed.
Roles and responsibilities:
- Sales, service and profitable growth of both personal lines and specialty lines products • Advise and recommend coverages and policies that best meet client needs
- Actively focus on prospecting for all lines of business by identifying and recommending additional products/services that benefit the client
- Complete front-line risk assessment and selection following underwriting guidelines • Complete inspections and re-inspections
- Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals
- Support programs to build multi-client relationships
- Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately
- Proactively complete client reviews on the auto, home, or commercial portfolio.
- Support financial services sales activities in the agency
Job Type: Full-time
Pay: $40,000.00-$50,000.00 per year
Benefits:
- Dental care
- Extended health care
- Life insurance
- Paid time off
Work Location: In person
