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Business Unit
WEST – Operations Supervisor> Metro Van - Vancouver (Cambie Street)
Location
Vancouver, British Columbia
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 I is a key player in the support and development of the agency operation primarily through the sales and service of The Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines.
What you’re responsible for:
Sales, service and profitable growth of personal lines insurance products.
Advise and recommend coverages and policies that best meet client needs.
Prospect and cross sell by identifying and recommending additional products/services that benefit the client.
Complete front-line risk assessment and selection following underwriting guidelines.
Identify which risks require inspections and re-inspections. May be required to complete inspections.
Achieve individual goals for client service, sales, quality and productivity.
Support programs to build multi-client relationships.
Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately.
What to expect:
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 may be required have your own vehicle, valid driver’s license and insurance.
Rotational shifts outside of standard business hours, Monday through Saturday.
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:
General Insurance License is required or must obtain within two (2) months.
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
One (1) year sales and service experience or related business experience is preferred.
Knowledge of auto and property insurance products and experience with selling techniques 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.
What you’re responsible for:
Sales, service and profitable growth of personal lines insurance products.
Advise and recommend coverages and policies that best meet client needs.
Prospect and cross sell by identifying and recommending additional products/services that benefit the client.
Complete front-line risk assessment and selection following underwriting guidelines.
Identify which risks require inspections and re-inspections. May be required to complete inspections.
Achieve individual goals for client service, sales, quality and productivity.
Support programs to build multi-client relationships.
Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately.
What to expect:
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 may be required have your own vehicle, valid driver’s license and insurance.
Rotational shifts outside of standard business hours, Monday through Saturday.
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:
General Insurance License is required or must obtain within two (2) months.
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
One (1) year sales and service experience or related business experience is preferred.
Knowledge of auto and property insurance products and experience with selling techniques 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.
Business Unit
ATLANTIC - Operations Supervisor > New Brunswick - A1T - Edmundston (Rue Victoria)
Location
Edmundston, New Brunswick
Looking to join a great company?
Here is why The Co-operators might be the right fit for you:
* 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.
The main focus of the Client Contact Representative is assisting in the co-ordination and implementation of the agency contact program through outbound calling to schedule and confirm appointments for the agent and agency staff. This role supports the agency philosophy of proactive client contact and works with the agency team to achieve profitable growth through dedicated outbound activity.
Roles and responsibilities:
Complete outbound calls to obtain insurance expiry dates, schedule annual reviews, set and confirm appointments.
Schedule all appointments on the appropriate calendar.
Document client profile notes.
Track call activity including calls dialed, contacts made and appointments booked.
Qualifications and Skills:
General Insurance License may be required.
Skilled in communication (verbal and written)
Strong interpersonal skills.
Organizational and time management skills.
Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft Office.
The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment.
Here is why The Co-operators might be the right fit for you:
* 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.
The main focus of the Client Contact Representative is assisting in the co-ordination and implementation of the agency contact program through outbound calling to schedule and confirm appointments for the agent and agency staff. This role supports the agency philosophy of proactive client contact and works with the agency team to achieve profitable growth through dedicated outbound activity.
Roles and responsibilities:
Complete outbound calls to obtain insurance expiry dates, schedule annual reviews, set and confirm appointments.
Schedule all appointments on the appropriate calendar.
Document client profile notes.
Track call activity including calls dialed, contacts made and appointments booked.
Qualifications and Skills:
General Insurance License may be required.
Skilled in communication (verbal and written)
Strong interpersonal skills.
Organizational and time management skills.
Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft Office.
The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment.
Business Unit
ATLANTIC - Operations Supervisor > New Brunswick - A1T - Edmundston (Rue Victoria)
Location
Edmundston, New Brunswick
Looking to join a great company?
Here is why The Co-operators might be the right fit for you:
* 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.
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.
Bilingualism (English/French) is an asset.
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.
Here is why The Co-operators might be the right fit for you:
* 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.
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.
Bilingualism (English/French) is an asset.
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.
As an exclusive Financial Advisor of The Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of The Co-operators, you will build strong, visible ties to the community and will cultivate long-term relationships with your clients. Through use of our exclusive technology, tools and processes, you will help Canadians assess, define and implement solutions to meet their financial security needs.
What you’re responsible for:
Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.
Recruiting and selecting talent, coaching and mentoring employees, and managing your team’s performance to facilitate their development and achieve agency goals.
Ensuring maintenance of required licences, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.
What to expect:
You will be away from the office on a regular basis meeting with clients and/or members of the community in their environment.
You are required have your own vehicle, valid driver’s license and insurance.
You may provide support to clients who are experiencing a personal or financial loss. A high degree of confidentiality and discretion is required.
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 allocate time and resources to effectively manage the sales portfolio.
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.
You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.
To join our team:
You have 3-5 years of management experience in the insurance industry or related business experience.
You have post-secondary education in a related field.
You hold a Life licence and a General Insurance licence, with a Mutual Funds licence as an asset.
You have completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
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.
* This opportunity will support both Goderich, ON and Exeter, ON locations.
Become a Financial Advisor with The Co-operators
What you’re responsible for:
Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.
Recruiting and selecting talent, coaching and mentoring employees, and managing your team’s performance to facilitate their development and achieve agency goals.
Ensuring maintenance of required licences, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.
What to expect:
You will be away from the office on a regular basis meeting with clients and/or members of the community in their environment.
You are required have your own vehicle, valid driver’s license and insurance.
You may provide support to clients who are experiencing a personal or financial loss. A high degree of confidentiality and discretion is required.
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 allocate time and resources to effectively manage the sales portfolio.
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.
You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.
To join our team:
You have 3-5 years of management experience in the insurance industry or related business experience.
You have post-secondary education in a related field.
You hold a Life licence and a General Insurance licence, with a Mutual Funds licence as an asset.
You have completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
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.
* This opportunity will support both Goderich, ON and Exeter, ON locations.
Become a Financial Advisor with The Co-operators
Business Unit
WEST – Operations Supervisor> Metro Van - A1T - Vancouver (West Broadway)
Location
Vancouver, British Columbia
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 I is a key player in the support and development of the agency operation primarily through the sales and service of The Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines.
What you’re responsible for:
Sales, service and profitable growth of personal lines insurance products.
Advise and recommend coverages and policies that best meet client needs.
Prospect and cross sell by identifying and recommending additional products/services that benefit the client.
Complete front-line risk assessment and selection following underwriting guidelines.
Identify which risks require inspections and re-inspections. May be required to complete inspections.
Achieve individual goals for client service, sales, quality and productivity.
Support programs to build multi-client relationships.
Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately.
What to expect:
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 may be required have your own vehicle, valid driver’s license and insurance.
Rotational shifts outside of standard business hours, Monday through Saturday.
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:
General Insurance License is required or must obtain within two (2) months.
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
One (1) year sales and service experience or related business experience is preferred.
Knowledge of auto and property insurance products and experience with selling techniques 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.
What you’re responsible for:
Sales, service and profitable growth of personal lines insurance products.
Advise and recommend coverages and policies that best meet client needs.
Prospect and cross sell by identifying and recommending additional products/services that benefit the client.
Complete front-line risk assessment and selection following underwriting guidelines.
Identify which risks require inspections and re-inspections. May be required to complete inspections.
Achieve individual goals for client service, sales, quality and productivity.
Support programs to build multi-client relationships.
Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately.
What to expect:
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 may be required have your own vehicle, valid driver’s license and insurance.
Rotational shifts outside of standard business hours, Monday through Saturday.
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:
General Insurance License is required or must obtain within two (2) months.
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
One (1) year sales and service experience or related business experience is preferred.
Knowledge of auto and property insurance products and experience with selling techniques 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.
As an exclusive Financial Advisor of The Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of The Co-operators, you will build strong, visible ties to the community and will cultivate long-term relationships with your clients. Through use of our exclusive technology, tools and processes, you will help Canadians assess, define and implement solutions to meet their financial security needs.
What you’re responsible for:
Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.
Recruiting and selecting talent, coaching and mentoring employees, and managing your team’s performance to facilitate their development and achieve agency goals.
Ensuring maintenance of required licences, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.
What to expect:
You will be away from the office on a regular basis meeting with clients and/or members of the community in their environment.
You are required have your own vehicle, valid driver’s license and insurance.
You may provide support to clients who are experiencing a personal or financial loss. A high degree of confidentiality and discretion is required.
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 allocate time and resources to effectively manage the sales portfolio.
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.
You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.
To join our team:
You have 3-5 years of management experience in the insurance industry or related business experience.
You have post-secondary education in a related field.
You hold a Life licence and a General Insurance licence, with a Mutual Funds licence as an asset.
You have completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
What you’re responsible for:
Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.
Recruiting and selecting talent, coaching and mentoring employees, and managing your team’s performance to facilitate their development and achieve agency goals.
Ensuring maintenance of required licences, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.
What to expect:
You will be away from the office on a regular basis meeting with clients and/or members of the community in their environment.
You are required have your own vehicle, valid driver’s license and insurance.
You may provide support to clients who are experiencing a personal or financial loss. A high degree of confidentiality and discretion is required.
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 allocate time and resources to effectively manage the sales portfolio.
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.
You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.
To join our team:
You have 3-5 years of management experience in the insurance industry or related business experience.
You have post-secondary education in a related field.
You hold a Life licence and a General Insurance licence, with a Mutual Funds licence as an asset.
You have completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
Business Unit
WESTERN CANADA> West Vancouver, BC
Location
west vancouver, British Columbia
As an exclusive Financial Advisor of The Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of The Co-operators, you will build strong, visible ties to the community and will cultivate long-term relationships with your clients. Through use of our exclusive technology, tools and processes, you will help Canadians assess, define and implement solutions to meet their financial security needs.
What you’re responsible for:
Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.
Recruiting and selecting talent, coaching and mentoring employees, and managing your team’s performance to facilitate their development and achieve agency goals.
Ensuring maintenance of required licences, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.
What to expect:
You will be away from the office on a regular basis meeting with clients and/or members of the community in their environment.
You are required have your own vehicle, valid driver’s license and insurance.
You may provide support to clients who are experiencing a personal or financial loss. A high degree of confidentiality and discretion is required.
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 allocate time and resources to effectively manage the sales portfolio.
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.
You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.
To join our team:
You have 3-5 years of management experience in the insurance industry or related business experience.
You have post-secondary education in a related field.
You hold a Life licence and a General Insurance licence, with a Mutual Funds licence as an asset.
You have completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
What you’re responsible for:
Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.
Recruiting and selecting talent, coaching and mentoring employees, and managing your team’s performance to facilitate their development and achieve agency goals.
Ensuring maintenance of required licences, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.
What to expect:
You will be away from the office on a regular basis meeting with clients and/or members of the community in their environment.
You are required have your own vehicle, valid driver’s license and insurance.
You may provide support to clients who are experiencing a personal or financial loss. A high degree of confidentiality and discretion is required.
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 allocate time and resources to effectively manage the sales portfolio.
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.
You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.
To join our team:
You have 3-5 years of management experience in the insurance industry or related business experience.
You have post-secondary education in a related field.
You hold a Life licence and a General Insurance licence, with a Mutual Funds licence as an asset.
You have completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
As an exclusive Financial Advisor of The Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of The Co-operators, you will build strong, visible ties to the community and will cultivate long-term relationships with your clients. Through use of our exclusive technology, tools and processes, you will help Canadians assess, define and implement solutions to meet their financial security needs.
What you’re responsible for:
Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.
Recruiting and selecting talent, coaching and mentoring employees, and managing your team’s performance to facilitate their development and achieve agency goals.
Ensuring maintenance of required licences, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.
What to expect:
You will be away from the office on a regular basis meeting with clients and/or members of the community in their environment.
You are required have your own vehicle, valid driver’s license and insurance.
You may provide support to clients who are experiencing a personal or financial loss. A high degree of confidentiality and discretion is required.
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 allocate time and resources to effectively manage the sales portfolio.
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.
You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.
To join our team:
You have 3-5 years of management experience in the insurance industry or related business experience.
You have post-secondary education in a related field.
You hold a Life licence and a General Insurance licence, with a Mutual Funds licence as an asset.
You have completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
What you’re responsible for:
Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.
Recruiting and selecting talent, coaching and mentoring employees, and managing your team’s performance to facilitate their development and achieve agency goals.
Ensuring maintenance of required licences, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.
What to expect:
You will be away from the office on a regular basis meeting with clients and/or members of the community in their environment.
You are required have your own vehicle, valid driver’s license and insurance.
You may provide support to clients who are experiencing a personal or financial loss. A high degree of confidentiality and discretion is required.
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 allocate time and resources to effectively manage the sales portfolio.
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.
You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.
To join our team:
You have 3-5 years of management experience in the insurance industry or related business experience.
You have post-secondary education in a related field.
You hold a Life licence and a General Insurance licence, with a Mutual Funds licence as an asset.
You have completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
Business Unit
WESTERN CANADA> Vancouver, BC
Location
Vancouver, British Columbia
As an exclusive Financial Advisor of The Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of The Co-operators, you will build strong, visible ties to the community and will cultivate long-term relationships with your clients. Through use of our exclusive technology, tools and processes, you will help Canadians assess, define and implement solutions to meet their financial security needs.
What you’re responsible for:
Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.
Recruiting and selecting talent, coaching and mentoring employees, and managing your team’s performance to facilitate their development and achieve agency goals.
Ensuring maintenance of required licences, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.
What to expect:
You will be away from the office on a regular basis meeting with clients and/or members of the community in their environment.
You are required have your own vehicle, valid driver’s license and insurance.
You may provide support to clients who are experiencing a personal or financial loss. A high degree of confidentiality and discretion is required.
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 allocate time and resources to effectively manage the sales portfolio.
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.
You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.
To join our team:
You have 3-5 years of management experience in the insurance industry or related business experience.
You have post-secondary education in a related field.
You hold a Life licence and a General Insurance licence, with a Mutual Funds licence as an asset.
You have completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
Bilingual English (Mandarin and/or Cantonese) required.
What you’re responsible for:
Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.
Recruiting and selecting talent, coaching and mentoring employees, and managing your team’s performance to facilitate their development and achieve agency goals.
Ensuring maintenance of required licences, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.
What to expect:
You will be away from the office on a regular basis meeting with clients and/or members of the community in their environment.
You are required have your own vehicle, valid driver’s license and insurance.
You may provide support to clients who are experiencing a personal or financial loss. A high degree of confidentiality and discretion is required.
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 allocate time and resources to effectively manage the sales portfolio.
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.
You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.
To join our team:
You have 3-5 years of management experience in the insurance industry or related business experience.
You have post-secondary education in a related field.
You hold a Life licence and a General Insurance licence, with a Mutual Funds licence as an asset.
You have completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
Bilingual English (Mandarin and/or Cantonese) required.
Business Unit
NEWOR – Operations Supervisor> Simcoe Trent North - Coldwater
Location
Coldwater, Ontario
* 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.
Summary:
The main focus of the Client Contact Representative is assisting in the co-ordination and implementation of the agency contact program through outbound calling to schedule and confirm appointments for the agent and agency staff. This role supports the agency philosophy of proactive client contact and works with the agency team to achieve profitable growth through dedicated outbound activity.
Roles and responsibilities:
Complete outbound calls to obtain insurance expiry dates, schedule annual reviews, set and confirm appointments.
Schedule all appointments on the appropriate calendar.
Document client profile notes.
Track call activity including calls dialed, contacts made and appointments booked.
Qualifications and Skills:
General Insurance License may be required.
Skilled in communication (verbal and written)
Strong interpersonal skills.
Organizational and time management skills.
Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft Office.
The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment.
* Opportunities to give back to your community.
* A competitive compensation package and benefits program.
Summary:
The main focus of the Client Contact Representative is assisting in the co-ordination and implementation of the agency contact program through outbound calling to schedule and confirm appointments for the agent and agency staff. This role supports the agency philosophy of proactive client contact and works with the agency team to achieve profitable growth through dedicated outbound activity.
Roles and responsibilities:
Complete outbound calls to obtain insurance expiry dates, schedule annual reviews, set and confirm appointments.
Schedule all appointments on the appropriate calendar.
Document client profile notes.
Track call activity including calls dialed, contacts made and appointments booked.
Qualifications and Skills:
General Insurance License may be required.
Skilled in communication (verbal and written)
Strong interpersonal skills.
Organizational and time management skills.
Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft Office.
The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment.
Business Unit
WEST – Operations Supervisor> Manitoba - Winnipeg ( St. Anne's Rd)
Location
Winnipeg, Manitoba
Looking to join a great company?
Here is why The Co-operators might be the right fit for you:
* 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.
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 I is a key player in the support and development of the agency operation primarily through the sales and service of The Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines.
What you’re responsible for:
Sales, service and profitable growth of personal lines insurance products.
Advise and recommend coverages and policies that best meet client needs.
Prospect and cross sell by identifying and recommending additional products/services that benefit the client.
Complete front-line risk assessment and selection following underwriting guidelines.
Identify which risks require inspections and re-inspections. May be required to complete inspections.
Achieve individual goals for client service, sales, quality and productivity.
Support programs to build multi-client relationships.
Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately.
What to expect:
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 may be required have your own vehicle, valid driver’s license and insurance.
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:
General Insurance License is required or must obtain within two (2) months.
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
One (1) year sales and service experience or related business experience is preferred.
Knowledge of auto and property insurance products and experience with selling techniques is an asset.
Here is why The Co-operators might be the right fit for you:
* 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.
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 I is a key player in the support and development of the agency operation primarily through the sales and service of The Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines.
What you’re responsible for:
Sales, service and profitable growth of personal lines insurance products.
Advise and recommend coverages and policies that best meet client needs.
Prospect and cross sell by identifying and recommending additional products/services that benefit the client.
Complete front-line risk assessment and selection following underwriting guidelines.
Identify which risks require inspections and re-inspections. May be required to complete inspections.
Achieve individual goals for client service, sales, quality and productivity.
Support programs to build multi-client relationships.
Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately.
What to expect:
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 may be required have your own vehicle, valid driver’s license and insurance.
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:
General Insurance License is required or must obtain within two (2) months.
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
One (1) year sales and service experience or related business experience is preferred.
Knowledge of auto and property insurance products and experience with selling techniques is an asset.
As an exclusive Financial Advisor of The Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of The Co-operators, you will build strong, visible ties to the community and will cultivate long-term relationships with your clients. Through use of our exclusive technology, tools and processes, you will help Canadians assess, define and implement solutions to meet their financial security needs.
What you’re responsible for:
Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.
Recruiting and selecting talent, coaching and mentoring employees, and managing your team’s performance to facilitate their development and achieve agency goals.
Ensuring maintenance of required licences, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.
What to expect:
You will be away from the office on a regular basis meeting with clients and/or members of the community in their environment.
You are required have your own vehicle, valid driver’s license and insurance.
You may provide support to clients who are experiencing a personal or financial loss. A high degree of confidentiality and discretion is required.
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 allocate time and resources to effectively manage the sales portfolio.
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.
You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.
To join our team:
You have 3-5 years of management experience in the insurance industry or related business experience.
You have post-secondary education in a related field.
You hold a Life licence and a General Insurance licence, with a Mutual Funds licence as an asset.
You have completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
Become a Financial Advisor with The Co-operators
What you’re responsible for:
Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.
Recruiting and selecting talent, coaching and mentoring employees, and managing your team’s performance to facilitate their development and achieve agency goals.
Ensuring maintenance of required licences, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.
What to expect:
You will be away from the office on a regular basis meeting with clients and/or members of the community in their environment.
You are required have your own vehicle, valid driver’s license and insurance.
You may provide support to clients who are experiencing a personal or financial loss. A high degree of confidentiality and discretion is required.
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 allocate time and resources to effectively manage the sales portfolio.
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.
You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.
To join our team:
You have 3-5 years of management experience in the insurance industry or related business experience.
You have post-secondary education in a related field.
You hold a Life licence and a General Insurance licence, with a Mutual Funds licence as an asset.
You have completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
Become a Financial Advisor with The Co-operators
As an exclusive Financial Advisor of The Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of The Co-operators, you will build strong, visible ties to the community and will cultivate long-term relationships with your clients. Through use of our exclusive technology, tools and processes, you will help Canadians assess, define and implement solutions to meet their financial security needs.
What you’re responsible for:
Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.
Recruiting and selecting talent, coaching and mentoring employees, and managing your team’s performance to facilitate their development and achieve agency goals.
Ensuring maintenance of required licences, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.
What to expect:
You will be away from the office on a regular basis meeting with clients and/or members of the community in their environment.
You are required have your own vehicle, valid driver’s license and insurance.
You may provide support to clients who are experiencing a personal or financial loss. A high degree of confidentiality and discretion is required.
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 allocate time and resources to effectively manage the sales portfolio.
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.
You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.
To join our team:
You have 3-5 years of management experience in the insurance industry or related business experience.
You have post-secondary education in a related field.
You hold a Life licence and a General Insurance licence, with a Mutual Funds licence as an asset.
You have completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
Become a Financial Advisor with The Co-operators
What you’re responsible for:
Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.
Recruiting and selecting talent, coaching and mentoring employees, and managing your team’s performance to facilitate their development and achieve agency goals.
Ensuring maintenance of required licences, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.
What to expect:
You will be away from the office on a regular basis meeting with clients and/or members of the community in their environment.
You are required have your own vehicle, valid driver’s license and insurance.
You may provide support to clients who are experiencing a personal or financial loss. A high degree of confidentiality and discretion is required.
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 allocate time and resources to effectively manage the sales portfolio.
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.
You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.
To join our team:
You have 3-5 years of management experience in the insurance industry or related business experience.
You have post-secondary education in a related field.
You hold a Life licence and a General Insurance licence, with a Mutual Funds licence as an asset.
You have completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
Become a Financial Advisor with The Co-operators
As an exclusive Financial Advisor of The Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of The Co-operators, you will build strong, visible ties to the community and will cultivate long-term relationships with your clients. Through use of our exclusive technology, tools and processes, you will help Canadians assess, define and implement solutions to meet their financial security needs.
What you’re responsible for:
Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.
Recruiting and selecting talent, coaching and mentoring employees, and managing your team’s performance to facilitate their development and achieve agency goals.
Ensuring maintenance of required licences, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.
What to expect:
You will be away from the office on a regular basis meeting with clients and/or members of the community in their environment.
You are required have your own vehicle, valid driver’s license and insurance.
You may provide support to clients who are experiencing a personal or financial loss. A high degree of confidentiality and discretion is required.
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 allocate time and resources to effectively manage the sales portfolio.
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.
You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.
To join our team:
You have 3-5 years of management experience in the insurance industry or related business experience.
You have post-secondary education in a related field.
You hold a Life licence and a General Insurance licence, with a Mutual Funds licence as an asset.
You have completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
What you’re responsible for:
Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.
Recruiting and selecting talent, coaching and mentoring employees, and managing your team’s performance to facilitate their development and achieve agency goals.
Ensuring maintenance of required licences, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.
What to expect:
You will be away from the office on a regular basis meeting with clients and/or members of the community in their environment.
You are required have your own vehicle, valid driver’s license and insurance.
You may provide support to clients who are experiencing a personal or financial loss. A high degree of confidentiality and discretion is required.
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 allocate time and resources to effectively manage the sales portfolio.
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.
You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.
To join our team:
You have 3-5 years of management experience in the insurance industry or related business experience.
You have post-secondary education in a related field.
You hold a Life licence and a General Insurance licence, with a Mutual Funds licence as an asset.
You have completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
Business Unit
WEST – Operations Supervisor> BC - A1T - Langley (204th Street)
Location
Langley City, British Columbia
Looking to join a great company?
Here is why The Co-operators might be the right fit for you:
* 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.
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 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 life licensed.
What you’re responsible for:
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.
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 will travel occasionally.
You are required to have a valid driver’s license and insurance.
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.
The agency is open Monday to Saturday. You will be required to work on Saturdays on a rotational basis.
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 is required.
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
A minimum of 2 years insurance industry experience including sales experience is preferred.
Possess in-depth knowledge of auto and property insurance products and strong underwriting skills.
Previous commerical insurance experience is an asset.
Here is why The Co-operators might be the right fit for you:
* 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.
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 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 life licensed.
What you’re responsible for:
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.
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 will travel occasionally.
You are required to have a valid driver’s license and insurance.
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.
The agency is open Monday to Saturday. You will be required to work on Saturdays on a rotational basis.
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 is required.
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
A minimum of 2 years insurance industry experience including sales experience is preferred.
Possess in-depth knowledge of auto and property insurance products and strong underwriting skills.
Previous commerical insurance experience is an asset.
Business Unit
WEST – Operations Supervisor> South Western Alberta - District - Blairmore (20th Ave)
Location
Crowsnest Pass, Alberta
Looking to join a great company?
Here is why The Co-operators might be the right fit for you:
* 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.
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 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 life licensed.
What you’re responsible for:
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.
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 will travel occasionally.
You are required to have a valid driver’s license and insurance.
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:
General Insurance license is required.
A Life license is an asset.
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
A minimum of 2 years insurance industry experience including sales experience is preferred.
Possess in-depth knowledge of auto and property insurance products and strong underwriting skills.
Here is why The Co-operators might be the right fit for you:
* 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.
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 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 life licensed.
What you’re responsible for:
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.
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 will travel occasionally.
You are required to have a valid driver’s license and insurance.
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:
General Insurance license is required.
A Life license is an asset.
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
A minimum of 2 years insurance industry experience including sales experience is preferred.
Possess in-depth knowledge of auto and property insurance products and strong underwriting skills.
Business Unit
WEST – Operations Supervisor> South Western Alberta - District - Taber (48th Ave)
Location
Taber, Alberta
Looking to join a great company?
Here is why The Co-operators might be the right fit for you:
* 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.
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 I is a key player in the support and development of the agency operation primarily through the sales and service of The Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines.
What you’re responsible for:
Sales, service and profitable growth of personal lines insurance products.
Advise and recommend coverages and policies that best meet client needs.
Prospect and cross sell by identifying and recommending additional products/services that benefit the client.
Complete front-line risk assessment and selection following underwriting guidelines.
Identify which risks require inspections and re-inspections. May be required to complete inspections.
Achieve individual goals for client service, sales, quality and productivity.
Support programs to build multi-client relationships.
Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately.
What to expect:
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 may be required have your own vehicle, valid driver’s license and insurance.
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:
General Insurance License is required or must obtain within two (2) months.
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
One (1) year sales and service experience or related business experience is preferred.
Knowledge of auto and property insurance products and experience with selling techniques is an asset.
Here is why The Co-operators might be the right fit for you:
* 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.
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 I is a key player in the support and development of the agency operation primarily through the sales and service of The Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines.
What you’re responsible for:
Sales, service and profitable growth of personal lines insurance products.
Advise and recommend coverages and policies that best meet client needs.
Prospect and cross sell by identifying and recommending additional products/services that benefit the client.
Complete front-line risk assessment and selection following underwriting guidelines.
Identify which risks require inspections and re-inspections. May be required to complete inspections.
Achieve individual goals for client service, sales, quality and productivity.
Support programs to build multi-client relationships.
Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately.
What to expect:
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 may be required have your own vehicle, valid driver’s license and insurance.
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:
General Insurance License is required or must obtain within two (2) months.
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
One (1) year sales and service experience or related business experience is preferred.
Knowledge of auto and property insurance products and experience with selling techniques is an asset.
Language: Bilingualism in English and French is an assest.
Our Distribution & Sales Support team aspires to maximize the success of our distribution partners and clients. Our knowledgeable and trusted team deliver essential information and support services, with an emphasis on enhancing performance and guiding professional development. We think strategically to build sales and business leadership skills that enable our partners to achieve excellence. The Life and Wealth Consultant provides advanced education and case consultation on life and investment products. The incumbent works virtually with Field Advisors, and supports the Senior Case Consultants, to obtain life and wealth goals. The Life and Wealth Consultant works (via phone) with advisors to help implement solutions and makes referrals to the Senior Case Consultant if the case requires face-to-face client contact.
What you’re responsible for:
Conduct investment portfolio analysis and advise on retirement planning, retirement income options, and investment policy .
Provide analysis and consultation on buy-sell agreements, estate planning, farm estate planning, and business estate planning.
As subject matter experts (SME), support agency trainers on the National Foundations of Life (NFL) and National Foundations of Wealth (NFW) for new advisors.
Keep abreast of the competitive market, and products/insurance features of the competition, including: consultation on and awareness of industry trends, legislative changes and their impacts; understanding of products supported – Group Wealth, Individual Wealth and life insurance.
Provide perspective to field on product needs, and provide technical sales support and training virtually during product launches.
Understand and consult on processes and procedures for life and wealth cases.
Liaise with underwriting staff to assist with issuing cases from a financial justification perspective.
Work with Marketing to build and create quarterly sales themes used to promote sales and sales concepts through virtual sessions.
To be successful:
You have an innovative mindset to improve operational efficiencies and ability to influence change, with a primary focus on client needs.
You use critical thinking skills to recognize assumptions, evaluate arguments, draw conclusions and proactively propose solutions.
You have strong communication skills to clearly convey messages and explore diverse points of view.
You build trusting relationships and provide guidance to support the development of colleagues.
To join our team:
Minimum 5 years previous experience, specializing in Life and Wealth.
Completion of university degree.
Life License and Mutual Funds license required.
CFP required; working towards CLU.
Solid understanding of use of life and wealth planning tools; excellent knowledge of life and wealth topics as they relate to investment options, and transaction completion process.
What we offer:
Training and development opportunities to grow your career with one of Canada’s Best Employers.
Flexible work options and paid time off to support your personal and family needs.
A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
Paid volunteer days to give back to your community.
A comprehensive total rewards package, including competitive salary, bonus, pension and benefits.
Our Distribution & Sales Support team aspires to maximize the success of our distribution partners and clients. Our knowledgeable and trusted team deliver essential information and support services, with an emphasis on enhancing performance and guiding professional development. We think strategically to build sales and business leadership skills that enable our partners to achieve excellence. The Life and Wealth Consultant provides advanced education and case consultation on life and investment products. The incumbent works virtually with Field Advisors, and supports the Senior Case Consultants, to obtain life and wealth goals. The Life and Wealth Consultant works (via phone) with advisors to help implement solutions and makes referrals to the Senior Case Consultant if the case requires face-to-face client contact.
What you’re responsible for:
Conduct investment portfolio analysis and advise on retirement planning, retirement income options, and investment policy .
Provide analysis and consultation on buy-sell agreements, estate planning, farm estate planning, and business estate planning.
As subject matter experts (SME), support agency trainers on the National Foundations of Life (NFL) and National Foundations of Wealth (NFW) for new advisors.
Keep abreast of the competitive market, and products/insurance features of the competition, including: consultation on and awareness of industry trends, legislative changes and their impacts; understanding of products supported – Group Wealth, Individual Wealth and life insurance.
Provide perspective to field on product needs, and provide technical sales support and training virtually during product launches.
Understand and consult on processes and procedures for life and wealth cases.
Liaise with underwriting staff to assist with issuing cases from a financial justification perspective.
Work with Marketing to build and create quarterly sales themes used to promote sales and sales concepts through virtual sessions.
To be successful:
You have an innovative mindset to improve operational efficiencies and ability to influence change, with a primary focus on client needs.
You use critical thinking skills to recognize assumptions, evaluate arguments, draw conclusions and proactively propose solutions.
You have strong communication skills to clearly convey messages and explore diverse points of view.
You build trusting relationships and provide guidance to support the development of colleagues.
To join our team:
Minimum 5 years previous experience, specializing in Life and Wealth.
Completion of university degree.
Life License and Mutual Funds license required.
CFP required; working towards CLU.
Solid understanding of use of life and wealth planning tools; excellent knowledge of life and wealth topics as they relate to investment options, and transaction completion process.
What we offer:
Training and development opportunities to grow your career with one of Canada’s Best Employers.
Flexible work options and paid time off to support your personal and family needs.
A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
Paid volunteer days to give back to your community.
A comprehensive total rewards package, including competitive salary, bonus, pension and benefits.
Business Unit
NEWOR – Operations Supervisor> WOS - Chatham-Kent County, ON
Location
Chatham-Kent, Ontario
Looking to join a great company?
Here is why The Co-operators might be the right fit for you:
* 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.
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 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 life licensed. Sales, service and profitable growth of both personal lines and specialty lines products.
What you’re responsible for:
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.
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 will travel occasionally.
You are required to have a valid driver’s license and insurance.
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.
You are community and volunteerism minded.
To join our team:
General Insurance license is required.
A Life license is an asset.
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
A minimum of 2 years insurance industry experience including sales experience is preferred.
Possess in-depth knowledge of auto and property insurance products and strong underwriting skills.
Here is why The Co-operators might be the right fit for you:
* 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.
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 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 life licensed. Sales, service and profitable growth of both personal lines and specialty lines products.
What you’re responsible for:
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.
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 will travel occasionally.
You are required to have a valid driver’s license and insurance.
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.
You are community and volunteerism minded.
To join our team:
General Insurance license is required.
A Life license is an asset.
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
A minimum of 2 years insurance industry experience including sales experience is preferred.
Possess in-depth knowledge of auto and property insurance products and strong underwriting skills.
Business Unit
NEWOR – Operations Supervisor> WOS - A1T - Wallaceburg (Dufferin Ave)
Location
Chatham-Kent, Ontario
Looking to join a great company?
Here is why The Co-operators might be the right fit for you:
* 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.
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 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 life licensed.
What you’re responsible for:
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.
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 will travel occasionally.
You are required to have a valid driver’s license and insurance.
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:
General Insurance license is required.
A Life license is an asset.
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
A minimum of 2 years insurance industry experience including sales experience is preferred.
Possess in-depth knowledge of auto and property insurance products and strong underwriting skills.
Here is why The Co-operators might be the right fit for you:
* 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.
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 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 life licensed.
What you’re responsible for:
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.
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 will travel occasionally.
You are required to have a valid driver’s license and insurance.
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:
General Insurance license is required.
A Life license is an asset.
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
A minimum of 2 years insurance industry experience including sales experience is preferred.
Possess in-depth knowledge of auto and property insurance products and strong underwriting skills.