Associate Insurance Advisor - St. Catharines, Canada - CO-OPERATORS - Ben Gutknecht & Associates Inc.

Description

Associate Insurance Advisor
Co-operators - Ben Gutknecht & Associates Inc Niagara Stone Rd., Virgil, ON & 350 Scott St. St. Catharines, ON.

Ben Gutknecht & Associates Inc. is looking for a passionate, sales driven individual to join our team.

Our success reflects our passion, professionalism, and reputation for outstanding personal service and care backed by a leading multi-line company.

Summary:

The Associate Insurance Advisor is a key player in the support and development of the agency operation primarily through sales and service.

This role utilizes a broad knowledge of The Co-operators insurance products and services including personal lines (Auto, Home) and specialty lines (Commercial, Farm).

In addition, may provide sales and service for Life and Wealth products if Life Insurance Licensed.


Roles and responsibilities:

• Sales, service and profitable growth of both personal lines and specialty lines products
• Advise and recommend coverages and policies that best meet client needs
• Actively focus on prospecting for all lines of business 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, and contribute to the achievement of overall agency sales and growth goals
• Support programs to build multiclient relationships
• Respond to client questions and concerns, resolve customer complaints, and escalate issues appropriately
• Proactively complete client reviews on the auto, home, and/or commercial portfolio.
• Support financial services sales activities in the agency by identifying gaps in insurance and investment needs

Working Conditions:

Physical:

• Regular office environment. Monday to Friday 9am
• 5pm.
• May be required to work outside regular hours occasionally

Qualifications And Skills:

• General Insurance license is required (OTL)

• LLQP

• Life license is an asset
• Strong customer service and relationship building skills and ability to work in a team and sales environment
• Must like dealing with clients, problem solving and enjoy helping others

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Must be sales driven - outbound calling and appointment scheduling mandatory:

• Ideal for someone who enjoys providing superior customer service to our clients and thrives within a small team environment.
• Insurance industry experience including sales experience is preferred
• Skilled in communication (verbal and written), organization, time management, client service, decision making, problem solving

PERFORMANCE MEASURES:

Performance of Core Functions:

• Level of customer satisfaction as measured through client feedback
• Skill in evaluation and underwriting of risks as measured by audits and adherence to underwriting guidelines
• Achievement of individual sales goals and contribution to achievement of the agency goals
• Contribution to achievement of multiline client target
• Contribution to profitable growth and positive retention in the agency as measured by key indicator reports
• Contribution to the quality of the agency portfolio and a positive loss ratio as measured by key indicator reports
• Impact on organizations trust and reputation through accuracy and completeness of information reported and appropriate treatment of confidential information
• Associate Insurance Advisors are the face of the organization to our clients
• Builds relationships and effectively communicates with clients to deliver on the service promise
• Timely delivery of services and responses to client inquiries once and done approach Impact on Team/Staff Development:
• Effectiveness of working relationships with peers, agent and district management team
• Works cooperatively with others to accomplish objectives.
• Achievement of targets set both team and individual
• Ability and initiative to take on new and challenging assignments

Required experience:

• Sales and/or Insurance related experience is an asset however not required

Job Type:

• Fulltime, Permanent

Required license or certification:

• Driver's License
• OTL

Salary

• Base Salary + commission + yearly bonus

Other Benefits

• Vacation; paid sick days; health and dental benefits package; discounts on Home & Auto Insurance

Job Types:
Full-time, Permanent


Salary:
$40,000.00-$60,000.00 per year


Benefits:

• Dental care
• Extended health care
• Vision care

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Work Location:
In person