Associate Insurance Advisor - Senior Home, Auto and/or Life insurance specialist

In office position only.

Co-operators – Ben Gutknecht & Associates Inc. – 1615 Niagara Stone Rd., Virgil, ON & 350 Scott St. St. Catharines, ON.

Ben Gutknecht & Associates Inc. is looking for a passionate, sales driven individual to join our team. Our success reflects our passion, professionalism, and reputation for outstanding personal service and care backed by a leading multi-line company. We are a quick growing and busy office.

Summary: The Associate Insurance Advisor is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The Co-operators insurance products and services including personal lines (Auto, Home) and specialty lines (Commercial, Farm). In addition, may provide sales and service for Life and Wealth products if Life Insurance Licensed.

Roles and responsibilities:

- 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
- Achieve individual goals for client service, sales, and contribute to the achievement of overall agency sales and growth goals
- Support programs to build multi-client relationships
- Respond to client questions and concerns, resolve customer complaints, and escalate issues appropriately
- Proactively complete client reviews on the auto, home, and/or commercial portfolio.




- Support financial services sales activities in the agency by identifying gaps in insurance and investment needs

Working Conditions: Physical:

- Regular office environment. Monday to Friday 9am- 5pm.
- May be required to work outside regular hours – occasionally
- In office

Qualifications And Skills:

- General Insurance license is required (OTL)
- LLQP - Life license is an asset
- Insurance experience is an asset
- Strong customer service and relationship building skills and ability to work in a team and sales environment
- Must like dealing with clients, problem solving and enjoy helping others
- Must be sales driven – outbound calling and appointment scheduling mandatory
- Ideal for someone who enjoys providing superior customer service to our clients and thrives within a small team environment.
- Insurance industry experience including sales experience is preferred
- Skilled in communication (verbal and written), organization, time management, client service, decision making, problem solving
- Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft office

PERFORMANCE MEASURES: Performance of Core Functions:

- Level of customer satisfaction as measured through client feedback
- Skill in evaluation and underwriting of risks as measured by audits and adherence to underwriting guidelines




- Attention to detail and accuracy of new business applications and paperwork as measured by audits and feedback
- Work independently and effectively use and apply the resources available
- Achievement of individual sales goals and contribution to achievement of the agency goals
- Contribution to achievement of multi-line client target
- Contribution to profitable growth and positive retention in the agency as measured by key indicator reports
- Contribution to the quality of the agency portfolio and a positive loss ratio as measured by key indicator reports
- Impact on organizations trust and reputation through accuracy and completeness of information reported and appropriate treatment of confidential information
- Associate Insurance Advisors are the face of the organization to our clients
- Builds relationships and effectively communicates with clients to deliver on the service promise
- Timely delivery of services and responses to client inquiries - once and done approach Impact on Team/Staff Development:
- Effectiveness of working relationships with peers, agent and district management team
- Works cooperatively with others to accomplish objectives.
- Achievement of targets set both team and individual
- Ability and initiative to take on new and challenging assignments

Job Type:

- Full-time, Permanent

Required license or certification:

- Driver's License
- OTL or RIBO
- LLQP

Salary

- Base Salary + commission + yearly bonus

Other Advantages

- Vacation; paid sick days; health and dental benefits package; group RRSP; discounts on Home & Auto Insurance

Apply With Resume/ Cover Letter

Job Types: Full-time, Permanent

Benefits:

- Dental care
- Extended health care
- Vision care

Work Location: In person

📌 Associate Insurance Advisor (Canada)
🏢 CO-OPERATORS - Ben Gutknecht & Associates
📍 Canada