General Insurance Advisor

Fully Remote Job

Last Day to Apply: July 19, 2022


The General Insurance Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role is to specialize in our farm and/or commercial product. General Insurance Advisors identify prospects in business markets, determine needs and as a trusted insurance advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance). This role is a fully remote positon to support multiple offices.

What you're responsible for: 

  • Support development of the agency operation through the sales and profitable growth of personal lines and specialty lines insurance products.
  • Proactively complete client reviews, including prospecting and cross selling all lines of business by completing needs analysis for all clients in accordance with the agency Business Plan.
  • Complete front-line risk assessment and selection following underwriting guidelines.
  • Complete commercial and farm inspections as required.
  • Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals.
  • Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
  • Support programs to build multi-client relationships. 
  • Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.
  • Support the agency team in their daily activities.

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.
  • Regular office environment with some evening work required and some travel outside of the office.

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:

  • General Insurance License(s) is required.
  • Meet all provincial-licensing requirements.
  • A minimum of two (2) years sales experience or related business or marketing experience is preferred. 
  • Knowledge of insurance products and strong underwriting skills is an asset.
  • Strong skills 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. 
  • The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment.

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.
Skip to the main content