Join to apply for the Associate Insurance Advisor III - Commercial Sales (Barrhead, Alberta) role at Co-operators
The Opportunity
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 Distribution 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 III is a key player in the support and development of the agency operation. This role provides inbound sales and service for life and wealth products and utilizes a broad knowledge of The Co-operators personal lines (auto, home) and specialty lines (farm and commercial).
Responsibilities
- Inbound sales, service and profitable growth of Life and Wealth products.
- Sales, service and profitable growth of both personal lines and specialty lines products.
- Advise and recommend coverages and policies that best meet client needs.
- Actively focus on prospecting for all lines of business by identifying and recommending additional products / services that benefit the client.
- Complete front-line risk assessment and selection following underwriting guidelines and complete inspections and re-inspections.
- Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals.
- Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately.
- Proactively complete client reviews on the auto, home, farm and / or commercial portfolio.
Requirements
A minimum of 2 years insurance industry experience including sales experience.General Insurance license is required.Life License is an asset.Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.Knowledge of insurance products and strong underwriting skills is an asset.What We Offer
Training and development opportunities to grow your career.Opportunities to give back to your community.A competitive compensation package and benefits program.#J-18808-Ljbffr