Company: Joe Betlehem & Associates

263 Erie St Leamington, ON

(phone hidden)

[email protected]

Co-operators:

We’re a leading all Canadian financial services co-operative deeply invested in helping Canadians build and grow their financial strength and security. We offer multi-line insurance and investment products, services, and advice that’s personalized to your unique needs.

· Purpose: Financial security for Canadians and our communities.

· Vision: We will be a catalyst for a resilient and sustainable society.

· Values:

Responsibility – We balance our care for society and the environment with our business success.

Integrity – We treat all our members, clients, employees, advisors, and partners with honesty and respect.

Inclusion – We achieve success by embracing the diversity of all Canadian

Position Available: Associate Insurance Advisor I – Part Time with pathways to Full Time – Permanent

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. Genuine care for clients and positive attitude in developing long-term client relationship are keys.

Rewards:

· Competitive compensation includes base salary plus production commission plus bonuses.

· Professional working environment with one of Canada’s Best Employers that promotes inclusion and acceptance of others.

· Continuous trainings and supports that further personal growth and career development.

· Generous Group Benefits plan (when attaining Full Time status) with extended health care, dental care,



short-term and long-term disability benefits, employee assistance program…

· Ultimate sense of self-worth and satisfaction in a career that helps others.

What you are responsible for:

· Sales, services 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, work quality and productivity.

· Support programs to build multi-client relationships.

· Respond to client questions and concerns, resolve customers’ 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 setting.

· 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 are an effective team player who like to offer constructive supports to the development of agency and that of your peers.

To join our team:

· Minimum one (1) year sales and service experience or related business experience is required. Two (2) plus years of experience is preferred.

· General Insurance License (OTL) is required.

· Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.

· Prior knowledge and experience of auto and property insurance products are valuable assets.

· Fluency and proficiency in English language is required. Additional languages such as Spanish, German … to service our diverse clientele are valuable assets.

· College and University degrees in related fields are valuable assets.

Pay: $42,000.00-$48,000.00 per year

Benefits:

- Employee assistance program
- Extended health care
- On-site parking
- Paid time off

Flexible language requirement:

- French not required

Application question(s):

- Can you legally work in Canada?

Work Location: In person

📌 Insurance Advisor (Canada)
🏢 THE CO-OPERATORS
📍 Canada