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Associate Insurance Advisor

Co-operatorsabout 19 hours ago
Woodstock, Ontario, Canada
Mid Level
Full-Time

About the role

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 to exceed client expectations. • You’re an effective team player and provide guidance to support the development of your peers.

About Co-operators

Financial Services