Associate Insurance Advisor III (West Kelowna, BC) Sales Posted : Full-Time Department: Retail Sales Employment Type: Regular Full time Work Model: Office-Based Language: This role operates in English. We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. The best part is that you will work with people that care passionately about you, our clients and our communities.

The Associate Insurance

Advisor III is a key player in the support and development of the agency operation. This role utilizes a broad knowledge of The Co-operators personal lines (auto, home) and specialty lines (farm and commercial). 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 and contribute to the achievement of overall agency sales and growth goals. Respond to client questions and concerns,



resolve customer complaints and elevate issues appropriately. Proactively complete client reviews on the auto, home, farm and/or commercial portfolio.

A minimum of 2 years insurance industry experience including sales experience. A level 2 General Insurance license. Knowledge of insurance products and strong underwriting skills is an asset. You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.

You’re an effective team player and provide guidance to support the development of your peers. Training and development opportunities to grow your career. Opportunities to give back to your community. Expected salary/hourly range $45,253 - $75,421 (min-max, full range).

The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education. Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics. #

📌 Associate Insurance Advisor III (West Kelowna, BC)
🏢 Co-operators General Insurance
📍 West Kelowna