Associate Insurance Advisor
Top Benefits
About the role
Associate Insurance Advisor - Senior Home, Auto and/or Life insurance specialist
****ONLY APPLY IF YOU HAVE INSURANCE EXPERIENCE. ALL OTHERS WILL BE REJECTED AND A FEE WILL BE CHARGED****
In office position only.
Co-operators – Ben Gutknecht & Associates Inc. – 1615 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. We are a fast growing and busy office.
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 multi-client 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
- In office
Qualifications And Skills:
- General Insurance license is required (OTL)
- LLQP - Life license is an asset
- Insurance experience required
- Strong customer service and relationship building skills and ability to work in a team and sales environment
- Spanish speaking is an asset
- Must like dealing with clients, problem solving and enjoy helping others
- 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
- Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft office
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
- 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 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:
- Insurance related experience is required
Job Type:
- Full-time, Permanent
Required license or certification:
- Driver's License
- OTL or RIBO
Salary
- Base Salary + commission + yearly bonus
Other Benefits
- Vacation; paid sick days; health and dental benefits package; group RRSP; discounts on Home & Auto Insurance
Apply With Resume/ Cover Letter
Job Types: Full-time, Permanent
Pay: $40,000.00-$60,000.00 per year
Additional pay:
- Bonus pay
- Commission pay
Benefits:
- Dental care
- Extended health care
- Vision care
Schedule:
- Monday to Friday
Work Location: In person
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
Top Benefits
About the role
Associate Insurance Advisor - Senior Home, Auto and/or Life insurance specialist
****ONLY APPLY IF YOU HAVE INSURANCE EXPERIENCE. ALL OTHERS WILL BE REJECTED AND A FEE WILL BE CHARGED****
In office position only.
Co-operators – Ben Gutknecht & Associates Inc. – 1615 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. We are a fast growing and busy office.
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 multi-client 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
- In office
Qualifications And Skills:
- General Insurance license is required (OTL)
- LLQP - Life license is an asset
- Insurance experience required
- Strong customer service and relationship building skills and ability to work in a team and sales environment
- Spanish speaking is an asset
- Must like dealing with clients, problem solving and enjoy helping others
- 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
- Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft office
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
- 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 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:
- Insurance related experience is required
Job Type:
- Full-time, Permanent
Required license or certification:
- Driver's License
- OTL or RIBO
Salary
- Base Salary + commission + yearly bonus
Other Benefits
- Vacation; paid sick days; health and dental benefits package; group RRSP; discounts on Home & Auto Insurance
Apply With Resume/ Cover Letter
Job Types: Full-time, Permanent
Pay: $40,000.00-$60,000.00 per year
Additional pay:
- Bonus pay
- Commission pay
Benefits:
- Dental care
- Extended health care
- Vision care
Schedule:
- Monday to Friday
Work Location: In person
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.