Associate Insurance Advisor I in Grand Falls, NB (Bilingual required)
Top Benefits
About the role
Company: CGIC
Department: Retail Sales
Employment Type: Regular Full-Time
Work Model: Hybrid
Language: Bilingualism in English and French is required.
Additional Information: This/these role(s) is/are currently vacant
The Opportunity
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 I is a key player in the support and development of the agency operation primarily through the sales and service of Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines.
What you’re responsible for:
-
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.
What to expect:
-
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:
-
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:
-
General Insurance License is required or must obtain within two (2) months.
-
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
-
One (1) year sales and service experience or related business experience is preferred.
-
Knowledge of auto and property insurance products and experience with selling techniques is an asset.
What we offer:
- Training and development opportunities to grow your career with one of Canada’s Best Employers.
- 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 I in Grand Falls, NB (Bilingual required)
Top Benefits
About the role
Company: CGIC
Department: Retail Sales
Employment Type: Regular Full-Time
Work Model: Hybrid
Language: Bilingualism in English and French is required.
Additional Information: This/these role(s) is/are currently vacant
The Opportunity
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 I is a key player in the support and development of the agency operation primarily through the sales and service of Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines.
What you’re responsible for:
-
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.
What to expect:
-
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:
-
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:
-
General Insurance License is required or must obtain within two (2) months.
-
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
-
One (1) year sales and service experience or related business experience is preferred.
-
Knowledge of auto and property insurance products and experience with selling techniques is an asset.
What we offer:
- Training and development opportunities to grow your career with one of Canada’s Best Employers.
- 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.