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    • Knowledge of insurance products and strong underwriting skills is an asset.
    • A minimum of 2 years insurance industry experience including sales experience*.
    • D.G. Bevan Insurance Brokers Ltd..
    • 400 Bayfield Street, Barrie, ON L4M 5A1.
    • Employment type: Full-time, permanent.
    • Annual budget and rolling cash forecast.
    • Client Relationship Management – Build and maintain strong relationships with clients, acting as their trusted insurance advisor.
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    • Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and review renewals.
    • We offer competitive salaries and support your financial health through our employee share purchase plan, pension plans, RRSP, discounts on staff insurance, and…
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    • Prior P&C insurance sales experience required; Commercial and/or Farm insurance experience is an asset.
    • Helping customers find insurance solutions that meets…
    • We offer competitive salaries and support your financial health through our employee share purchase plan, pension plans, RRSP, discounts on staff insurance, and…
    • Post-secondary education in Business, Marketing or a related field, combined with a minimum of 7 years of relevant sales and/or account management experience,…
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    • Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and review renewals.
    • Extensive experience managing insurance programs, including self-insurance, fleet insurance, construction, and/or operating insurance.
    • Experience in insurance services, particularly personal lines.
    • Deliver outstanding service to a portfolio of personal insurance clients while fostering long-…
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    • Minimum 5 years of commercial insurance sales experience.
    • Sell commercial insurance policies and drive new business growth for your book.
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    • Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and review renewals.
    • Proven experience generating insurance sales.
    • Advanced knowledge of insurance products.
    • A rewarding life insurance referral program.
    • 3 weeks vacation to start.
    • We currently have opportunities for two (2) Underwriting Operations Analysts based out of our Edmonton office.
    • Lead assigned projects to implementation.
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Career Resources:

The Co-operator's Harpe Insurance & Financial Services Inc. logo
Licensed Insurance Associate III (Farm &/or Commercial Specialist)
The Co-operator's Harpe Insurance & Financial Services Inc.
·
3.8
Leduc, AB T9E 6T4
$50,000–$90,000 a year
Permanent, Full-time
Apply now

Job details

Here’s how the job details align with your profile.

Pay

$50,000–$90,000 a year

Job type

Permanent
Full-time

Benefits

Pulled from the full job description
Paid time off
Vision care
Dental care
RRSP match
Extended health care

Full job description

The Associate Insurance Advisor is a key player in the support and development of the agency operation specifically being one of our FARM &/or COMMERCIAL SPECIALISTS. 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:

Sales, service and profitable growth of both personal lines and specialty lines products as well as life and wealth

Advise and recommend coverages and policies that best meet client needs

Actively focus on prospecting for all lines of business but specifically for Commercial &/or Farm 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:

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

Qualifications And Skills:

General Insurance license Level 1 is required , General Insurance License Level 2 is required(or must be attained with 3 months of hire)

Life license as well as mutual funds license would be an_ asset_.

Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses

A minimum of 2 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 may be required

The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment.

PERFORMANCE MEASURES:

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 targets

Ongoing focus on personal and professional development

Job Types: Full-time, Permanent

Pay: $50,000.00-$90,000.00 per year

Benefits:

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

Licence/Certification:

  • General Insurance Level 1 License (required)

Work Location: In person

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