Associate Insurance Advisor - Fort Saskatchewan, Canada - M. FRIEL AGENCIES INC. - CO-OPERATORS

Description

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.

• 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 frontline risk assessment and selection following underwriting guidelines.
• Identify which risks require inspections and reinspections. May be required to complete inspections.
• Achieve individual goals for client service, sales, quality and productivity.
• Support programs to build multiclient relationships.
• Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately.

• 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 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.

• One (1) year sales and service experience or related business experience is preferred. General Insurance License is required or must obtain within two (2) months.
• Meet all provinciallicensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
• OTL licence is preferred. Knowledge of auto and property insurance products is an asset and experience with selling techniques is preferred.

• Regular office environment
• Monday to Friday
• 8:30 am to 5:00 pm