Associate Insurance Advisor

Full job description

To APPLY EMAIL: David_Kilpatrick@Cooperators.ca

Associate Insurance Advisor
We are excited to add an Associate Insurance Advisor to our dynamic team in Vancouver. He/She will be a key player in the support and development of the agency operation primarily through sales and service of The Co-operators personal lines products (auto and home insurance) and leads generation for additional product lines (commercial, life, and investments).

This is a great oppotunity for you to join a national brand name network, develop a foundation for your career growth, taste the cooperative culture, and enjoy a great work-life balance.

Roles and responsibilities:

  • 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 of commercial, life, and investments by identifying and recommending additional products/services that benefit the client.
  • Complete front-line risk assessment and selection following underwriting guidelines.
  • Achieve individual goals for outbound calls, client service, sales, multi-client relationships, quality, and productivity.
  • Screen incoming phone calls and emails and forward them to coworkers. Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately.
  • Regular office admin tasks including following up with vendors, ordering supplies, bank deposit, and office maintance.

What to expect:

  • Strict confidentiality with respect to client’s financial status and other personal information.
  • This role involves direct verbal and written communication 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.

Working Conditions:

  • Regular office environment. May require occasional travel outside the office for banking or inspection.
  • This postion replys on proficient computer skill including Windows, MS Office Suit, Salesforce, Billing Center, Policy Center. Typing speed need to be minimal 35 WPM.

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:

  • Legally eiligible working in Canada.
  • One (1) year insurance industry experience or related business experience is preferred.
  • General Insurance License is required.
  • Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
  • Knowledge of auto and property insurance products is an asset and experience with selling techniques is preferred.

Job Type: Full-time

Salary: $45,000.00-$60,000.00 per year

Plus Commission: Build a residual book of business to have unlimited earning potential (level 2)

Benefits:

  • Dental care
  • Disability insurance
  • Employee assistance program
  • Extended health care
  • Life insurance
  • Paid time off
  • Store discount
  • Tuition reimbursement
  • Vision care

Flexible Language Requirement:

  • French not required

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus pay
  • commissions

Application question(s):

  • Are you eligible to work in Canada

Experience:

  • Canadian insurance industry: 1 year (preferred)

Licence/Certification:

  • general insurance agent license in BC (required)

Work Location: In person


Find us at: