Associate Insurance Advisor III


ATLANTIC - Operations Supervisor
Charlottetown, Prince Edward Island

Posted On: August 08, 2019
Last Day to Apply: August 30, 2019

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).

What you’re responsible for:

  • 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.

What to expect:

  • You are required to have a valid driver’s license.
  • 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 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 in order to exceed client expectations.
  • You’re an effective team player and provide guidance to support the development of your peers.

To join our team:

  • A minimum of 2 years insurance industry experience including sales experience.
  • General Insurance license and Life license is required.
  • 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 with one of Canada’s Best Employers.   
  • Opportunities to give back to your community.   
  • A competitive compensation package and benefits program.
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