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.
Roles and Responsibilities:
Sales, service and profitable growth of personal lines insurance products;
Advise and recommend coverages and policies that best meet client needs;
Prospected and cross sell by identifying and recommending additional products/services that perks 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;
May provide administrative support including ordering supplies, bank deposit, and maintaining office record.
Experience:
Must have some sales experience
License:
Must have OTL license; LLQP & Mutual Fund license are assets
Language:
Chinese - speaking: Mandarin and Cantonese is an asset