Associate Advisor III in West Kelowna

Associate Advisor III in West Kelowna

22 Aug
|
The Co-operators Group
|
Kelowna

22 Aug

The Co-operators Group

Kelowna

Become a key player at CGIC as an Associate Insurance Advisor III in West Kelowna, BC. This office-based position emphasizes client-centric solutions in personal and commercial insurance.
In your role as an Associate Insurance Advisor III, you will support the agency’s operations and client engagement. With a focus on both personal lines like home insurance and specialty lines including farm coverage, you will actively participate in the sales process, completing risk assessments, and developing tailored recommendations. Your contributions will be crucial to meeting overall growth objectives.
Key Responsibilities:
• Manage sales and service of personal and commercial insurance
• Advise clients on the insurance policies that meet their needs




• Conduct risk assessments and policy inspections
• Address client inquiries and resolve issues promptly
• Help achieve agency sales targets through proactive service
Requirements:
• Minimum of 2 years of relevant insurance experience
• Level 2 General Insurance license required
• Familiarity with various insurance products
• Solid sales and customer service ability
• Commitment to continuous improvement and teamwork
Bring your skills in sales and risk assessment to CGIC, enhancing client satisfaction in West Kelowna.
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📌 Associate Advisor III in West Kelowna
🏢 The Co-operators Group
📍 Kelowna

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