Associate Insurance Advisor

Company Details

Company: Wright Insurance & Investments Inc. via Cooperators
Position Title: Associate Insurance Advisor
Employment Type: Regular Full-Time / Monday – Friday 9am- 5pm
Work Model: This is an in-office role located in Cobourg, Ontario
Compensation: $50,000 – $70,000 + commissions
The Role: The Associate Insurance Advisor is a key player in the support and development of agency operations primarily through the sales and service of Co-operators’ personal lines products (auto and home insurance) while providing some basic support for additional product lines. Your day-to-day tasks will include client communications, assessing insurance needs, recommending suitable insurance products, processing policy applications, and providing exceptional customer service. Previous experience is preferred, however, personality, work ethic and commitment are considered. 

To Apply: Please submit resume and cover letter to jonathan_wright@cooperators.ca

What you’re responsible for:
• The servicing 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.
• Achieve individual goals for client service, sales, quality and productivity.
• Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately.
• Payment processing and organized filing.

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 to 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.

What’s in it for you:
• $50,000 – $70,000
• Two weeks paid vacation.
• Commissions and incentives that recognize strong performance.
• Health benefits for you and dependents.
• Training programs and opportunities for career development.

To join our team:
• Two (2) years sales and service experience or related business experience is preferred.
• General Insurance License (OTL) is required. Promising candidates will be offered employment contingent on successfully obtaining their OTL license.  
• Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
• Knowledge of auto and property insurance products is an asset and experience with selling techniques is preferred.