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.


 
What we offer: 

Opportunities to give back to your community. 
A competitive compensation package and benefits program. 
Competitive base salary ($45k-$55k)
Salary placement
*The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education. 
Variable pay
“Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.”

The Opportunity: 
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy.  That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enable our team to thrive and to live our purpose.  The best part is that you will work with people who care passionately about you, our clients, and our communities. 
The Client Support role provides clerical and administrative support to the agency including greeting clients, accepting payments, and answering and placing phone calls. Use existing systems to complete daily work activities as required and provide support to agency staff within the office environment.
 
How you will create impact: 

Greet clients and direct them to the appropriate agency staff.
Act as primary telephone contact by receiving, redirecting callers, and managing voicemail.
Obtain, verify, and record client information as required.
Monitor incoming email and daily work lists and distribute them appropriately.
Proactively contact clients for numerous follow-up activities.
Accept, process, and deposit all payments.
Provide a full range of administrative support services including filing, faxing, photocopying, incoming/outgoing mail, courier service, order/purchase supplies, and other support as required.
 
 How you will succeed: 

You influence change and are committed to continuous improvement, in order to exceed client expectations. 
You leverage critical thinking skills to identify problems and proactively propose solutions.
Your strong communication skills allow you to clearly convey messages. 
You’re an effective team player who shares knowledge to support your peers.
 
To join our team: 

Administrative Assistant program or administrative experience is an asset.
A General Insurance License may be required.
Customer service experience or related business experience is preferred.
 
What you need to know:

 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.