Associate Insurance Advisor II

Company: CGIC
Department: Retail Sales
Employment Type: Regular Full-Time 
Work Model: Office-Based
Language:  This role operates in English

Opportunities 

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.

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 Co-operators 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.

How you will create impact:

• 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.

• Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately.

• Proactively complete client reviews on the auto, home, farm and/or commercial portfolio.

What to expect:

• You will travel frequently. 

• You are required to have a valid driver’s license and insurance.

• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

To be successful:

• You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest of client satisfaction.  

• You leverage information about client’s needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages. 

• You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.  

• You’re an effective team player and provide guidance to support the development of your peers.

To join our team:

• General Insurance license is required.

• A Life license is an asset.

• Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.

• A minimum of 2 years insurance industry experience including sales experience is preferred.

• Possess in-depth knowledge of auto and property insurance products and strong underwriting skills.

What we offer:

• Training and development opportunities to grow your career with one of Canada’s Best Employers.   

• Opportunities to give back to your community.   

• A competitive compensation package and benefits program.