Overview
The Associate Insurance Advisor II 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 Cooperators 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.
- May provide administrative support including ordering supplies, bank deposits, maintaining office records
- Support financial services sales activities in the agency
Experience
- Proven experience in outside sales, retail sales, or telemarketing within the insurance or financial services industry.
- Strong analysis skills with the ability to assess client needs accurately.
- Excellent communication skills, both verbal and written, with proficiency in bilingual (Spanish) communication preferred.
- Demonstrated negotiation abilities to effectively close deals and build long-term client relationships.
- Familiarity with marketing strategies and sales administration processes is advantageous.
- Prior experience working with diverse customer bases and delivering tailored solutions is preferred.
This role offers an engaging environment where your expertise in insurance sales, customer service, and multilingual communication can thrive while contributing meaningfully to our clients' financial security.
Pay: $55,000.00-$100,000.00 per year
Benefits:
- Dental care
- Disability insurance
- Extended health care
- On-site gym
- On-site parking
- Paid time off
- RRSP match
- Vision care
Work Location: In person
