Associate Insurance Advisor III
Co-operators•Richmond Hill, ON
•CA$45,253 - CA$75,421•Onsite
About The Position
The Associate Insurance Advisor III is a key player in the support and development of the agency operation. This role provides inbound sales and service for life and wealth products and utilizes a broad knowledge of The Co-operators personal lines (auto, home) and specialty lines (farm and commercial).
Requirements
- A minimum of 2 years insurance industry experience including sales experience.
- General Insurance license is required.
- Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
- You are required to have a valid driver’s license.
- Strict confidentiality with respect to client’s financial status and other personal information.
- This role involves direct contact with clients and/or service providers in their environment.
- 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.
Nice To Haves
- Knowledge of insurance products and strong underwriting skills is an asset.
- Speaking Mandarin/Cantonese would be considered an asset.
Responsibilities
- Inbound sales, service and profitable growth of insurance products.
- 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 and 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.
Benefits
- Training and development opportunities to grow your career.
- Opportunities to give back to your community.
- A competitive compensation package and benefits program.
- Sales incentive plan for additional compensation with an annual target of 15%.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
