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Job Title


Conseiller associé en assurance, niveau III


Company : Co-operators Assurance et services financiers


Location : Smiths Falls, Ontario


Created : 2025-04-28


Job Type : Full Time


Job Description

Associate Insurance Advisor III in Smith Falls (Commercial Focused) Company: CGIC Department: Newor Dist 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. Our team is essential to deliver on this strategy. Thats why we prioritize our people, ensuring a strong culture and development opportunities that enable our team to thrive and live our purpose. You will work with people who care passionately about you, our clients, and our communities. Our Distribution team aspires to be the leader in client engagement among Canadian Insurers, striving 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 III is a key player in the support and development of the agency operation. This role provides inbound sales and service for life and wealth products and utilizes a broad knowledge of The Co-operators personal lines (auto, home) and specialty lines (farm and commercial). How you will create impact: Inbound sales, service, and profitable growth of Life and Wealth products. 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 and complete inspections and re-inspections. Achieve individual goals for client service, sales, quality, and productivity, contributing 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 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. Youre an effective team player and provide guidance to support the development of your peers. To join our team: A minimum of 2 years insurance industry experience including sales experience. General Insurance license is required. Life License is an asset. Meet all provincial-licensing requirements in accordance with continuing education to obtain and maintain all licenses. Knowledge of insurance products and strong underwriting skills is an asset. What you need to know: You are required to have a valid drivers license. Strict confidentiality with respect to client financial status and other personal information is required. This role involves direct contact with clients and/or service providers in their environment. Extended work hours, including evenings and weekends, may be 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. Whats 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. #J-18808-Ljbffr