Associate Insurance Advisor in Tracadie, Nb - Tracadie-Sheila, Canada - The Co-operators

Sophia Lee

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Sophia Lee

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Description

Full time, client facing, in-office employment opportunity (Monday to Friday, 9am to 5pm) with base salary, plus bonus, plus paid medical and dental benefits.

A great opportunity for growth and development for someone looking to build a career in insurance.

Bilingual (English/French) is required
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 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 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.

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.

To join our team:


  • 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.
  • 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.

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