st. catharines on client advisor Jobs – 39 Openings This Week

Associate Insurance Advisor
CO-OPERATORS - Ben Gutknecht & Associates Inc. —St. Catharines, ON
- Full-time
- Spanish
- Sales
- Customer service
- Dental care
- Vision care
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Bilingual Insurance Consultant
Impact Recruitment —Ontario
- $70,000–$100,000 a year
- Remote
- Bilingual
- English
- Contracts
- Dental care
- Paid time off
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3d
Senior Analyst, Domestic Tax
Doane Grant Thornton —St. Catharines, ON
- Full-time
- Research
- Analysis skills
- Communication skills
- Profit sharing

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Remote Customer Service and Sales
HMG Careers —St. Catharines, ON
Insurance license required or willingness to obtain one. You will work remotely, serving clients by providing guidance and protection solutions for individuals…
$69,000–$150,000 a year
Quick apply
4d
Remote Customer Service and Sales
HMG Careers —St. Catharines, ON
Insurance license required or willingness to obtain one. You will work remotely, serving clients by providing guidance and protection solutions for individuals…
$90,000–$150,038 a year
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4d

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Account Manager
WeVend —North York, ON
Identify at-risk accounts early and develop retention strategies before churn becomes a risk. Familiarity with payment terminals, POS systems, or fintech/…
$55,000–$75,000 a year
Quick apply
Bilingual Insurance Consultant
Impact Recruitment —Ontario
Assist clients with insurance applications and the development of underwriting submissions for commercial properties, loans, and development projects.
$70,000–$100,000 a year
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3d

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Associate Insurance Advisor

CO-OPERATORS - Ben Gutknecht & Associates Inc.
St. Catharines, ON

Quick apply

Job details

Permanent | Full-time

Qualifications

Spanish
Sales
Customer service
RIBO License
Microsoft Office
LLQP
Insurance sales
Communication skills
Driving Licence

Full job description

Associate Insurance Advisor - Senior Home, Auto and/or Life insurance specialist

****ONLY APPLY IF YOU HAVE INSURANCE EXPERIENCE. ALL OTHERS WILL BE REJECTED****

In office position only.

Co-operators – Ben Gutknecht & Associates Inc. – 1615 Niagara Stone Rd., Virgil, ON & 350 Scott St. St. Catharines, ON.

Ben Gutknecht & Associates Inc. is looking for a passionate, sales driven individual to join our team. Our success reflects our passion, professionalism, and reputation for outstanding personal service and care backed by a leading multi-line company. We are a fast growing and busy office.

Summary: The Associate Insurance Advisor 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 Co-operators insurance products and services including personal lines (Auto, Home) and specialty lines (Commercial, Farm). In addition, may provide sales and service for Life and Wealth products if Life Insurance 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
Achieve individual goals for client service, sales, 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, and/or commercial portfolio.
Support financial services sales activities in the agency by identifying gaps in insurance and investment needs

Working Conditions: Physical:

Regular office environment. Monday to Friday 9am- 5pm.
May be required to work outside regular hours – occasionally
In office

Qualifications And Skills:

General Insurance license is required (OTL)
LLQP - Life license is an asset
Insurance experience required
Strong customer service and relationship building skills and ability to work in a team and sales environment
Spanish speaking is an asset
Must like dealing with clients, problem solving and enjoy helping others
Must be sales driven – outbound calling and appointment scheduling mandatory
Ideal for someone who enjoys providing superior customer service to our clients and thrives within a small team environment.
Insurance industry experience including sales experience is preferred
Skilled in communication (verbal and written), organization, time management, client service, decision making, problem solving
Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft office

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 target
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
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

Required experience:

Insurance related experience is required

Job Type:

Full-time, Permanent

Required license or certification:

Driver's License
OTL or RIBO

Salary

Base Salary + commission + yearly bonus

Other Benefits

Vacation; paid sick days; health and dental benefits package; group RRSP; discounts on Home & Auto Insurance

Apply With Resume/ Cover Letter

Job Types: Full-time, Permanent

Benefits:

Dental care
Extended health care
Vision care

Work Location: In person

Quick apply

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Associate Insurance Advisor

Bilingual Insurance Consultant

Senior Analyst, Domestic Tax

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