Associate Insurance Advisor II

Co-operators•Sarnia, ON

8d•Onsite

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).

Requirements

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.
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.
You have Post-Secondary education in Business, Insurance or a related discipline.
Other Than Life (OTL) license is required.
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.

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.