The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The Co-operators insurance products and services including personal lines (auto, home) and specialty lines (farm and commercial). In addition, may provide sales and service for life and wealth products if licensed.
Roles and responsibilities:
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.
Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals
Support programs to build multi-client relationships
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.
May provide administrative support including ordering supplies, bank deposits, maintaining office records
Support financial services sales activities in the agency
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