The Associate Insurance Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, business and wealth. The Associate Insurance Advisor will identify prospects in both personal and business markets, determine needs and as a trusted associate advisor, make informed product recommendations. They will be involved in the development and growth of specialty lines (home, commercial and farm) portfolios.

Roles and responsibilities:

• Support development of the agency operation through the sales and profitable growth of life and financial services
• Proactively complete client reviews.
• Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan
• Complete front line risk assessment and selection, following underwriting guidelines
• Complete commercial inspections as required
• Exceed individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals
• Support programs to build multi-client relationships.
• Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately
• Support the agency team in their daily activities

Qualifications and Skills:

• General or other Insurance License(s) is required
• Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses
• A minimum of (1) year sales experience or related business or marketing experience is required
• Knowledge of commercial and insurance products and strong underwriting skills is an asset
• Strong skills 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
• Valid driver’s license may be required
• The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment

Benefits:

• Work from home on Tuesday's and Thursday's
• Extended health care
• Vision care
• Disability insurance
• Dental care
• Life insurance
• Opportunity for hybrid work schedule

Job Type: Full-time

Salary: $35,000.00-$50,000.00 per year

Benefits:

• Dental care
• Extended health care
• Paid time off
• Vision care

Schedule:

• 8 hour shift

Supplemental pay types:

• Bonus pay

COVID-19 considerations:
We are currently abiding to all government mandated precautions.

Ability to commute/relocate:

• Parkhill, ON: reliably commute or plan to relocate before starting work (required)

Experience:

• sales: 1 year (required)

Licence/Certification:

• OTL or General Insurance license (required)

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