Associate Insurance Advisor III (Kelowna, BC)

Co-operators • Kelowna, BC

3d • 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 utilizes a broad knowledge of The Co-operators personal lines (auto, home) and specialty lines (farm and commercial). 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

• A minimum of 2 years insurance industry experience including sales experience.
• A level 2 General Insurance license.
• Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
• 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.

Nice To Haves

• Knowledge of insurance products and strong underwriting skills is an asset.

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 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
• This role is eligible to participate in a sales incentive plan for additional compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed