Associate Insurance Advisor II

About the Role

Co-operators is a prominent Canadian financial services co-operative focused on fostering a sustainable and resilient society. Our team plays a vital role in fulfilling this mission by providing a supportive culture and numerous development opportunities to help team members excel. The Associate Insurance Advisor II is instrumental in advancing agency operations through sales and client service, leveraging extensive knowledge of Co-operators' insurance offerings, particularly personal lines such as auto and home insurance.

Key Responsibilities

• Drive sales, service, and profitable growth of personal lines insurance products.
• Advise clients by recommending coverage options and policies well-suited to their needs.
• Proactively seek new business opportunities by identifying and presenting additional relevant products or services to clients.
• Conduct front-line risk assessments and underwriting in accordance with company guidelines.
• Perform inspections and reinspections as required.
• Meet individual targets related to client service, sales performance, quality, and productivity, contributing to overall agency growth goals.
• Address client inquiries and concerns, resolve complaints, and escalate issues when necessary.
• Perform regular reviews of clients’ auto and home insurance portfolios.

Qualifications and Experience

• Holding a General Insurance license is advantageous.
• Comply with provincial licensing requirements and maintain necessary continuing education to retain licenses.
• Preferably possess at least two years of experience within the insurance industry, including a sales background.
• Demonstrate comprehensive knowledge of automotive and property insurance products with strong underwriting capabilities.

Desired Attributes

• Embrace change and pursue continuous improvement to surpass client expectations.
• Utilize critical thinking to identify issues and propose effective solutions proactively.
• Communicate clearly and effectively with clients and colleagues.
• Work collaboratively within a team environment, sharing knowledge to support peers.

Additional Information

• A background check is mandatory for the successful candidate as a condition of employment.

Benefits

• Access to training and development to advance your career.
• Flexible working arrangements coupled with paid time off to balance personal and family commitments.
• A comprehensive approach to well-being including physical and mental health resources and a supportive workplace environment.
• Paid days dedicated to volunteering and contributing to the community.
• Competitive salary range of $41,372 to $68,954, plus eligibility for incentive programs based on individual and business performance.
• A full total rewards package featuring retirement savings plans, pension, health and wellness benefits, dental, disability, life coverage, mental health assistance, and employee support programs.