Associate Insurance Advisor at Cooperators Insurance Financial Services
Mount Forest, ON, Canada -
Full Time


Start Date

Immediate

Expiry Date

09 Dec, 25

Salary

40000.0

Posted On

10 Sep, 25

Experience

1 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Insurance

Description

The Associate Insurance Advisor is a key player in the support and development of the agency operation primarily through the sales and service of The Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines.

What you’re responsible for:

  • Sales, service and profitable growth of personal lines insurance products.
  • Advise and recommend coverages and policies that best meet client needs.
  • Prospect and cross sell by identifying and recommending additional products/services that benefit the client.
  • Complete front-line risk assessment and selection following underwriting guidelines.
  • Identify which risks require inspections and re-inspections. May be required to complete inspections.
  • Achieve individual goals for client service, sales, quality and productivity.
  • Support programs to build multi-client relationships.
  • Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately.

What to expect:

  • 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 may be required have your own vehicle, 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.

To be successful:

  • 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.

To join our team:

  • One (1) year sales and service experience or related business experience is preferred.
  • General Insurance License is required or must obtain within two (2) months.
  • Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
  • OTL license is preferred.
  • Knowledge of auto and property insurance products is an asset and experience with selling techniques is preferred.

Job Types: Full-time, Permanent
Pay: From $40,000.00 per year

Benefits:

  • Dental care
  • Disability insurance
  • Extended health care
  • Flexible schedule
  • Life insurance
  • On-site parking
  • Paid time off
  • Vision care

Education:

  • Secondary School (preferred)

Experience:

  • insurance: 1 year (preferred)

Licence/Certification:

  • OTL or RIBO (preferred)

Work Location: In perso

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities
  • Sales, service and profitable growth of personal lines insurance products.
  • Advise and recommend coverages and policies that best meet client needs.
  • Prospect and cross sell by identifying and recommending additional products/services that benefit the client.
  • Complete front-line risk assessment and selection following underwriting guidelines.
  • Identify which risks require inspections and re-inspections. May be required to complete inspections.
  • Achieve individual goals for client service, sales, quality and productivity.
  • Support programs to build multi-client relationships.
  • Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately
Loading...