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
Working Conditions:
Physical: Regular in office environment. May be required to work flexible hours. May require occasional travel outside the office.
Qualifications And Skills:
- General Insurance License is required
- Life Insurance License is an Asset but not required
- 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 required
- 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 drivers license is required
- The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment.
PERFORMANCE MEASURES: Performance of Core Functions:
- Level of customer satisfaction as measured through client feedback
- Skill in evaluation and underwriting of risks as measured by audits and adherence to underwriting guidelines
- Attention to detail and accuracy of new business applications and paperwork as measured by audits and feedback
- Work independently and effectively use and apply the resources available
- Achievement of individual sales goals and contribution to achievement of the agency goals
- Contribution to achievement of multi-line client targets
- Ongoing focus on personal and professional development
Impact on the Organization:
- Contribution to profitable growth and positive retention in the agency as measured by key indicator reports
- Contribution to the quality of the agency portfolio and a positive loss ratio as measured by key indicator reports
- Impact on organizations trust and reputation through accuracy and completeness of information reported and appropriate treatment of confidential information
- Associate Insurance Advisors are the face of the organization to our clients
Impact on the Client:
- Builds relationships and effectively communicates with clients to deliver on the service promise
- Timely delivery of services and responses to client inquiries once and done approach
Impact on Team/Staff Development:
- Effectiveness of working relationships with peers, agent and district management team
- Works cooperatively with others to accomplish objectives.
- Achievement of targets set both team and individual
- Ability and initiative to take on new and challenging assignments
Job Type: Full-time
Pay: $40,000.00-$60,000.00 per year
Additional pay:
Benefits:
Schedule:
Work Location: In person
