Associate Insurance Advisor II

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.

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.