Licensed Insurance Representative (Former Employee) – Mississauga, ON – 7 November 2017
Incredible environment to work in. I really enjoyed my time here. The executives and leadership in this company foster an open and creative environment for young people to thrive. They also really care about the development of their staff.
Associate Financial Advisor (Current Employee) – Various – 3 November 2017
Great company offers a great work life balance, decent pay and when you get into commissions it can be excellent. Great managers overall, great co-workers in all departments. I have concerns and don't like the way certain things are done, but they listen and things get changed when its a common theme, so I'm not complaining about any of those things.
Insurance Advisor (Current Employee) – Toronto, ON – 9 October 2017
Licensed Insurance Advisor: Financial Services Commission of Ontario (FSCO) Facilitate in binding and servicing auto and home insurance policies Prepared and composed over 200 client review summaries to cross sell and upsell auto, home and life insurance packages; led to surpassing the district yearly goal by 10% Recognized clients through phone calls, emails and in person to provide insurance related information and simultaneously fulfill client’s insurance needs.
Associate (Former Employee) – Moncton, NB – 17 August 2017
Multi tasking was the most important part of the day and dealing with prorities. Customer service was the first in the daily events. Dealing in the insurance world you needed to take care of the clients best interst, and dealing with delicate issues. I love the customer interaction and problem solving, gaining there trust and respect. Of course there was always the sales aspect with building the book of business and upselling/cross selling whenever possible. Knowing how to juggle the walk in business as well as keeping up with the incoming phone calls and replying promptly to the e-mails.
Overall it's a good place to work, with good training. The main focus however is on life insurance and investments with complete disregard for all other stats. It's actually a very greed focused set up and if you don't play the political game they don't have need for you. If you focus on helping people you will enjoy it more than if you focus on selling to people.
Full benefits, bankers hours no weekends
Micro-management, pay is low compared to other companies
Senior Underwriting Coach until retirement in 2006 (Former Employee) – Guelph, ON – 3 August 2016
Started in 1977 and worked for 30 years. Many opportunities for advancement. Started as file clerk, policy change, clerk, underwriter, senior underwriting analyst, national underwriter, then senior underwriter/trainer/coach. Took early retirement. Excellent experience.
Insurance Sales and Service Representative (Former Employee) – Innisfail, AB – 15 July 2016
Continual education on Insurance changes as set out by the Government regulations. High paced environment. Must have excellent time management skills. Heavy workload. Excellent business experience. Working with anyone from a 16yrs old person who just got their driver's license, to multi-million dollar business clients with multi- faceted needs.
continuously learning new skills
must be a perfectionist as liability wieghs on your shoulders
Systems Developer (CO-op) (Former Employee) – Guelph, ON – 21 June 2016
I gained valuable experience in The Co-operators. The environment is very comfortable. Got chance to work with experienced people. I learned various tool like ETL and MicroStrategy tool and also learned time management, how to interact with people and how to participate in the conversations.
Financial Planner (Current Employee) – Guelph, ON – 17 March 2016
typical day is 10-12 hours. you make your own appointments in order to make sales so it is important to fill your pipeline and pivot to next appointment to make next sale. Each day is something different so you never get board, i love that! in this type of job you can not sit back and wait for business to walk through the door, you have to be proactive and network or make cold calls. i don't like cold calling so i am out and about the community introducing myself and connecting one on one. It is all about helping people and offering the best solutions for them.