Who this role is for
This role is ideal for a licensed insurance professional who enjoys working in a collaborative, fast-paced agency environment and values building long-term client relationships. If you are looking for a stable, in-office role where proximity, community, and strong client service matter, this could be a great fit.
What to expect
This position plays a key role in the stability and growth of the agency. The successful candidate will gain broad exposure to personal lines, specialty lines, and agency operations while working closely with experienced advisors in a supportive environment. Opportunities to specialize in areas such as commercial insurance and/or life insurance and investments provide room for ongoing professional growth and career advancement.
Why join our agency
Our agency offers a professional, supportive, and collaborative in-office environment where client service and teamwork are both valued. We are committed to building long-term relationships with both our clients and our team members and take pride in maintaining a positive respectful workplace.
Team members benefit from over 30 years of insurance industry experience and knowledge, along with a culture that supports continuous learning, accountability and sustainable growth. We provide a stable environment for individuals who are truly committed to building a meaningful and rewarding career in insurance.
About the role
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 Co-operators insurance products and services including personal lines (auto, home) and specialty lines (farm and commercial). In addition, may provide sales and service for life and wealth products if life 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.
- Complete inspections and re-inspections
- Achieve individual goals for client service, sales, quality, and productivity and contribute to the achievement of overall agency sales and growth goals.
- Support programs to build multi-client relationships.
- Respond to client questions and concerns, resolve customer complaints, and escalate issues appropriately.
- Proactively complete client reviews on the auto, home, farm and/or commercial portfolio.
- Provide administrative support including ordering supplies, bank deposits, maintaining office records.
- Support financial services sales activities in the agency.
Physical Working Conditions: This is an in-office position in Scarborough, candidates must live in Scarborough or very close by. Our agency serves a high-touch, local client base. Being nearby supports responsiveness, collaboration and local knowledge.
- Regular office environment. May be required to work flexible hours. May require occasional travel outside the office.
Requirements
- 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 may be required have your own vehicle, valid driver’s license, and insurance.
- You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate. To be successful:
- Candidates must be legally authorized to work in Canada at the time or hire and must be able to maintain this authorization for a minimum of 12 months. Proof of work authorization will be required prior to start date.
- 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 are an effective team player and provide guidance to support the development of you
Qualifications and Skills:
OTL-General Insurance license is required, A Life license is an asset
Meet all provincial-licensing requirements in accordance with continuing education to obtain and maintain all licenses.
One-year sales and service experience or related business experience is preferred.
Knowledge of auto and property insurance products is an asset and experience with selling techniques is preferred.
Skilled in communication (verbal and written), organization, time management, client service, decision making, problem solving.
Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft office.
Job Type: Full-time
Pay: $42,000.00-$60,000.00 per year
Benefits:
Application question(s):
- How long have you lived in Scarborough?
Experience:
- Insurance Advisor: 1 year (preferred)
Language:
Licence/Certification:
- Drivers license (preferred)
- OTL license (required)
Location:
- Scarborough, ON (required)
Work Location: In person
