Job Description

Associate insurance advisor

This associate level role provides inbound sales and service and can be a great fit for someone just beginning a career in insurance or an experienced personal lines advisor. A successful candidate will need to obtain their general level 1 license in order to be considered. Once hired you will build a broad knowledge of The Co?operators personal lines (auto, home, travel) and may also assist with specialty lines (commercial, farm, life and investments).

Roles and Responsibilities:

Inbound 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 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 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 portfolio May provide administrative support including ordering supplies, bank deposits, maintaining office records Support financial services sales activities in the agency
Working Conditions:

Regular office environment May be required to work flexible hours May require occasional travel outside the office
Desired Skills and Experience

General Insurance License is Required - candidates with a date set to write the license exam will be considered Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses Applicant should live locally Goal oriented and able to meet sales targets A minimum of one year of insurance industry experience including sales experience is preferred Knowledge of insurance products and strong underwriting skills is an asset Must be skilled in communication (verbal and written), organization, time management, client service, decision making, problem solving Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft Office Valid driver's license may be required
Job Types: Full-time, Permanent

Pay: $40,000.00-$60,000.00 per year

Additional pay:

Bonus pay
Benefits:

Company events Dental care Disability insurance Employee assistance program Extended health care Life insurance On-site parking Paid time off RRSP match Vision care
Flexible language requirement:

French not required
Schedule:

Monday to Friday
Application question(s):

Do you live in Lacombe?
Licence/Certification:

General Insurance Level 1 License (preferred)
Work Location: In person