Associate Insurance Advisor III (Penticton, BC)
Top Benefits
About the role
Company: CGIC
Department: Agency Sales
Employment Type: Regular Full-Time
Work Model: Office-Based
Language: This role operates in English
Additional Information: This/these role(s) is/are currently vacant
The Opportunity:
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.
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 III is a key player in the support and development of the agency operation. This role provides inbound and outbound sales and service for specialty lines clients and utilizes a broad knowledge of Co-operators commercial insurance product.
How you will create impact:
-
Inbound sales, service and profitable growth of products.
-
Sales, service and profitable growth of 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 and 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.
-
Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately.
-
Proactively complete client reviews on commercial portfolio.
How you will succeed:
-
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.
To join our team:
-
A minimum of 2 years insurance industry experience including sales experience.
-
Commercial insurance experience is an asset.
-
BC Level two license, or ability to obtain L2 license within 60 days.
-
Life License is an asset.
-
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
-
Knowledge of insurance products and strong underwriting skills is an asset.
What you need to know:
-
You are required to have a valid driver’s license.
-
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.
-
Extended work hours, including evenings and weekends, may be require
-
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.
What’s in it for you?
- Training and development opportunities to grow your career.
- Opportunities to give back to your community.
- A competitive compensation package and benefits program.
About Co-operators
As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations. We are governed by member organizations, including co-operative organizations, credit union centrals and representative farm organizations.
We are rooted in the idea that together, we are stronger, safer, and more resilient. Our vision to be a catalyst for a sustainable society is reflected in everything we do, including our community investment programs, strategic partnerships, and active volunteerism. We champion and fund the development of community-oriented co-operatives and social enterprises, invest for positive impact, and work hard to contribute to communities across Canada by supporting financial literacy, mental health, flood safety, and sustainability initiatives and programming.
With over 600 locations across the country, over 6,000 employees and a dedicated financial advisor network of over 2,500 licensed insurance representatives, we remain true to our roots: putting the needs of our clients and our communities first.
Our response to COVID-19 As an essential service, we took immediate steps to ensure the health and safety of our people, clients, and communities. We’re following the direction of Health Canada as we roll out a phased return to corporate and local offices across the country. If you have applied for a posted role, a recruiter will be in touch with an update. Currently, all interviews are being conducted remotely.
Associate Insurance Advisor III (Penticton, BC)
Top Benefits
About the role
Company: CGIC
Department: Agency Sales
Employment Type: Regular Full-Time
Work Model: Office-Based
Language: This role operates in English
Additional Information: This/these role(s) is/are currently vacant
The Opportunity:
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.
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 III is a key player in the support and development of the agency operation. This role provides inbound and outbound sales and service for specialty lines clients and utilizes a broad knowledge of Co-operators commercial insurance product.
How you will create impact:
-
Inbound sales, service and profitable growth of products.
-
Sales, service and profitable growth of 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 and 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.
-
Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately.
-
Proactively complete client reviews on commercial portfolio.
How you will succeed:
-
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.
To join our team:
-
A minimum of 2 years insurance industry experience including sales experience.
-
Commercial insurance experience is an asset.
-
BC Level two license, or ability to obtain L2 license within 60 days.
-
Life License is an asset.
-
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
-
Knowledge of insurance products and strong underwriting skills is an asset.
What you need to know:
-
You are required to have a valid driver’s license.
-
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.
-
Extended work hours, including evenings and weekends, may be require
-
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.
What’s in it for you?
- Training and development opportunities to grow your career.
- Opportunities to give back to your community.
- A competitive compensation package and benefits program.
About Co-operators
As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations. We are governed by member organizations, including co-operative organizations, credit union centrals and representative farm organizations.
We are rooted in the idea that together, we are stronger, safer, and more resilient. Our vision to be a catalyst for a sustainable society is reflected in everything we do, including our community investment programs, strategic partnerships, and active volunteerism. We champion and fund the development of community-oriented co-operatives and social enterprises, invest for positive impact, and work hard to contribute to communities across Canada by supporting financial literacy, mental health, flood safety, and sustainability initiatives and programming.
With over 600 locations across the country, over 6,000 employees and a dedicated financial advisor network of over 2,500 licensed insurance representatives, we remain true to our roots: putting the needs of our clients and our communities first.
Our response to COVID-19 As an essential service, we took immediate steps to ensure the health and safety of our people, clients, and communities. We’re following the direction of Health Canada as we roll out a phased return to corporate and local offices across the country. If you have applied for a posted role, a recruiter will be in touch with an update. Currently, all interviews are being conducted remotely.