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Home and/or Auto Agent

Job Summary
  • Brokerage Name:
    The Co-operators Insurance Agencies
  • Approximate Salary: Negotiable
  • Region: Thompson/Okanagan
  • Location: 111-1301 Main Street, Penticton, BC
  • Country:
  • Category: Autoplan and Personal Lines
  • Position Type: Full-Time
  • Experience Level:
  • Education Level: Level One Licensee
  • Advertised: 22-07-2021
  • Closing Date: 02-08-2021
  • Job ID: 4090
  • Click here to find more jobs posted by this employer
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MUST HAVE A VALID INSURANCE LICENSE OR A SCHEDULE EXAM DATE TO APPLY!


The Personal Lines Advisor(Associate Insurance Advisor I) is a key player in the support and development of the agency operation primarily through sales and service. 

Roles and responsibilities:

  • Sales, service and profitable growth of both personal lines and specialty lines products
  • Advise and recommend coverage 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

Compensation:

  • Competitive Salary
  • Comprehensive medical and dental benefits
  • Retirement savings plan

Qualifications And Skills:

  • General Insurance license is required
  • Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses
  • A minimum of 6 months in the insurance industry experience including sales experience is preferred
  • Possess in-depth knowledge of auto and property insurance products and strong underwriting skills
  • 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

Working Conditions:

-Regular office environment.

-May be required to work flexible hours.

Job Type: Full-time

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