Job Description

• Associate Insurance Advisor
• Employment Type: Regular Full-Time
• Work Model:  Office Based
• Language: This role operates in English with French as an Asset

About the Opportunity and our Client: 

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.

Our team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs. 

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

How you will create impact: 

• 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. 

How you will succeed: 

• 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 : 

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

What you need to know:  

• 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. 

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