Job Order Detail

Description

We are a growing agency that is looking for someone to join our team as an Associate Insurance Advisor I. The Associate Insurance Advisor I is a key player in the support and development of the agency operation primarily through administrative duties, sales/service of The Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines.

Roles and responsibilities:
- Accept payments, answer phones, greet clients and aide with client inquiries
- 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
- 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.


Qualifications And Skills:
- 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 or experience with selling techniques is preferred
- Knowledge of auto and property insurance products is an asset
- Skilled in communication (verbal and written), organization, time management, client service, decision making
- Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft Office