Description
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 is a key player in the support and development of the agency operation primarily through the sales and service of The Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines.
What you are responsible for:
Sales, service and profitable growth of personal lines insurance products.
Advise and recommend coverage 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 drivers 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.