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Home and Auto Specialist -Associate Insurance Advisor

The Co-operators Group Limited Logo

35000 - 45000 ANNUAL

The Co-operators Group Limited

Published 2024-05-29

Home and Auto Specialist (Associate Insurance Advisor) Summary: The Associate Insurance Advisor 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) and specialty lines (farm and commercial). In addition, may provide sales and service for life and wealth products if life licensed. You will be working with many clients on a day to day basis in a busy Insurance office. A positive attitude and developing client relationships is key. Roles and 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 * 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 * Support programs to build multi-client relationships * 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. * May provide administrative support including ordering supplies, bank deposits, maintaining office records * Support financial services sales activities in the agency Qualifications And Skills: * General Insurance license is required or will need to be obtained * A Life license is an asset * University degree or similar 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 but not required * Skilled in communication (verbal and written), organization, time management, client service, decision making, problem solving * Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft office * Valid driver's license may be required * The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment. Job Type: Full-time Job Type: Full-time Experience: * insurance industry: 2 years (Preferred) Language: * English (Preferred) Job Types: Full-time, Permanent Pay: $35,000.00-$55,000.00 per year Benefits: * Company events * Dental care * Employee assistance program * Extended health care * Paid time off * Tuition reimbursement Schedule: * Monday to Friday * No weekends Supplemental pay types: * Bonus pay * Commission pay Experience: * Sales: 1 year (preferred) Licence/Certification: * RIBO License (required) * OTL licence (required) Work Location: In person


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