Associate Insurance Advisor II

Co-operatorsPeterborough, ON
CA$43,550 - CA$72,583Onsite

About The Position

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 and home). 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.

Requirements

  • Other than life license is required - training will be provided
  • Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
  • A minimum of 2 years sales experience is preferred
  • This position primarily works with majority non-francophone groups, and teams located outside of Québec, and requires proficiency in English. The essential non-French duties are not assignable to adjacent or other team members.

Nice To Haves

  • You thrive on delivering our exceptional client experience through positive and engaging relationships; embracing accountability to achieve effective results.
  • You ensure your day to day actions are in harmony with the company’s purpose, vision, and values even when challenged.
  • You are open and adaptable to changing conditions with a natural curiosity to explore new opportunities or innovations.
  • You value cooperative and collaborative dialogue because diverse perspectives offer more creative and productive solutions.

Responsibilities

  • Sales, service and profitable growth of both personal 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 and home portfolios.

Benefits

  • competitive salary
  • bonus
  • paid time off
  • pension
  • benefits
  • physical and mental health programs
  • flexible work options
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