Insurance/Financial Advisors Level 3
James W.A. Morris Insurance Group Inc. - Cambridge, ON

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Company: James W.A. Morris Insurance Group Inc./The Cooperators
Position Title: Associate Insurance/Financial Advisor 3 –
Life, Wealth, Commercial, Home and Auto Sales & Service
Reports To: James Morris
Location: 31-130 Cedar St., Cambridge, ON, N1S-1W4

Summary of the Position:

The Associate Insurance/Financial Advisor Level 3 is a key player in the support and development of the agency operation. This role provides inbound sales and service for life and wealth products and utilizes a broad knowledge of The Co-operators personal lines (auto, home) and specialty lines (farm and commercial).

Roles and Responsibilities:
Inbound sales, service and profitable growth of Life and Wealth products
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
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
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, farm and/or commercial portfolio
May provide administrative support including ordering supplies, bank deposits, maintaining office records
Support financial services sales activities in the agency

Working Conditions:
Regular office environment
May be required to work flexible hours
May require occasional travel outside the office

Qualifications and Skills:
General Insurance License and Life License is required
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses
A minimum of two years insurance industry experience including sales experience
Knowledge of insurance products and strong underwriting skills is an asset
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
Valid driver’s license and own vehicle is required

For more information contact: James Morris
Applications received by: Sept 15th, 2013
Dated: August 18th, 2013


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Insurance and Financial Company