Associate Insurance Advisor I The Cooperators
Job Details
Description
Company: CGIC
Department: Retail Sales
Employment Type: Temporary Full-Time (12 months)
Work Model: Office Based
Language: This role operates in English
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 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.
How you will create impact:
- 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.
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:
- 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 you need to know:
- 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.
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.
Associate Insurance Advisor II The Cooperators
Job Details
Description
Company: CGIC
Department: Agency Contact Centre
Employment Type: Regular Full-Time
Work Model: Office Based
Language: This role operates in English
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 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 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.
How you will create impact:
- 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.
- 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.
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:
- General Level 2 license is required.
- 2 years of MPI experience is required including SRE
- MPI courses up to date
- A minimum of 2 years insurance industry experience including sales experience is preferred.
- Possess in-depth knowledge of auto and property insurance products and strong underwriting skills.
- KAP courses are required or will be obtained after hire
- Meet the requirements to be a KAP
What you need to know:
- You will travel occasionally.
- You are required to have a 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.
What's it in for you?
- Training and development opportunities to grow your career.
- Opportunities to give back to your community.
- A competitive compensation package and benefits program.
Financial Advisor The Cooperators
Job Details
Description
Company: CGIC/Co-operators
Department: Retail Sales
Employment Type: Regular Full-Time
Work Model: Hybrid
Language: This role operates in English
The Opportunity
As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of Co-operators, you will build strong, visible ties to the community and will cultivate long-term relationships with your clients. Through use of our exclusive technology, tools and processes, you will help Canadians assess, define and implement solutions to meet their financial security needs.
How you will create impact:
- Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
- Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
- Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.
- Recruiting and selecting talent, coaching and mentoring employees, and managing your team’s performance to facilitate their development and achieve agency goals.
- Ensuring maintenance of required licenses, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.
How you will succeed:
- You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
- You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
- You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
- You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.
- You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.
To join our team:
- You have 3-5 years of management experience in the insurance industry or related business experience.
- You have post-secondary education in a related field.
- You hold a Life license and a General Insurance license, with a Mutual Funds license as an asset.
- You have completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
What you need to know:
- You will be away from the office on a regular basis meeting with clients and/or members of the community in their environment.
- You are required have your own vehicle, valid driver’s license and insurance.
- You may provide support to clients who are experiencing a personal or financial loss. A high degree of confidentiality and discretion is required.
- 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.