Associate Insurance Advisor

at  The Cooperators

ASSOCIATE INSURANCE ADVISOR

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.

JOB SUMMARY

We are seeking a motivated and knowledgeable Insurance Advisor to join our dynamic team. In this role, you will be responsible for providing expert advice on various insurance products, helping clients understand their options, and guiding them to make informed decisions that best suit their needs. The ideal candidate will possess strong communication skills and a passion for customer service, ensuring a positive experience for all clients.

SKILLS

• Proven experience in insurance sales or related fields.
• Strong customer service skills with the ability to communicate effectively.
• Proficiency in sales administration processes.
• Ability to negotiate effectively while maintaining client satisfaction.
• Multilingual capabilities, particularly in Spanish, are highly desirable.
• Familiarity with retail sales techniques and market analysis.
• Excellent interpersonal skills with a focus on building rapport with clients.
  Join our team as an Insurance Advisor and play a crucial role in helping individuals secure their financial future through tailored insurance solutions.
  Job Type: Full-time
  Pay: $60,000.00-$80,000.00 per year

Additional pay:

• Bonus pay
• Commission pay

Benefits:

• Dental care
• Extended health care
• Life insurance

Schedule:

• Monday to Friday

Work Location: In person
Expected start date: 2025-02-2

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.

RESPONSIBILITIES

• Assess client needs and recommend appropriate insurance products.
• Conduct thorough market research to stay updated on industry trends and competitor offerings.
• Build and maintain strong relationships with clients through effective communication and follow-up.
• Negotiate terms and conditions of insurance policies to meet client requirements.
• Provide exceptional customer service by addressing inquiries and resolving issues promptly.
• Maintain accurate records of client interactions and transactions in the sales administration system.
• Collaborate with team members to achieve sales targets and improve overall service delivery.