Associate Insurance Advisor
The Co-operators/Joel McLay & Assoc
Owen Sound, ON

Associate Insurance Advisor

Summary:

The Associate Insurance Advisor 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, home and commercial insurance) and may provide some support for additional product lines (farm, investing and life)

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 by identifying and recommending additional products/services that benefit the client
  • Complete front line risk assessment and selection following underwriting guidelines
  • Identify which risks require inspections and re-inspections. May be required to complete inspections.
  • 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.
  • May provide administrative support including ordering supplies, bank deposits, maintaining office records

Working Conditions:

Regular office environment. May be required to work flexible hours. May require occasional travel outside the office. Group Benefits available.

Qualifications and Skills:

  • General Insurance License OTL is required.
  • Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses
  • Three (3) 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 required, Life or Mutual Fund license 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
  • Valid driver’s license may be required

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
  • Attention to detail and accuracy of new business applications and paperwork as measured by audits and feedback
  • Work independently and effectively use and apply the resources available
  • Achievement of individual sales goals and contribution to achievement of the agency goals
  • Contribution to achievement of multi-line client targets
  • Ongoing focus on personal and professional development

Impact on the Organization:

  • 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

Impact on the Client:

  • 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

Job Type: Full-time

Experience:

  • related: 1 year+

Location:

  • Owen Sound, ON

Licence:

  • OTL or RIBO

Language:

  • English (Required)

Job Type: Full-time

Language:

  • English (Required)