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Senior Insurance Advisor / Agency Manager Trainee

Job Summary
  • Brokerage Name:
    The Co-operators Insurance Agencies
  • Approximate Salary: $42000 Plus / Per Year
  • Region: Lower Mainland
  • Location: 106 - 17700 No. 10 Highway, Surrey, BC
  • Country:
  • Category: Autoplan and Personal Lines
  • Position Type: Full-Time
  • Experience Level:
  • Education Level: Level Two Licensee
  • Advertised: 01-06-2018
  • Closing Date: 01-07-2018
  • Job ID: 4644
  • Click here to find more jobs posted by this employer
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Title: Senior Insurance Advisor / Trainee Agency Manager

Additional Information: We’re looking for an energetic, service oriented, and a team player who is willing to dedicate his or her time to learn and grow a career in the i

Insurance Agent Job Responsibilities: Provides service to clients' changing insurance needs by selling Home and Auto Insurance, Business Insurance, Life Insurance, Group Benefits, RRSP/RESP/TFSA, and Travel Insurance.

Insurance Agent Job Duties:

  • Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
  • Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
  • Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
  • Obtains underwriting approval by completing application for coverage.
  • Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.
  • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
  • Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

Insurance Agent Skills and Qualifications: Prospecting Skills, Meeting Sales Goals, Motivation for Sales, Selling to Customer Needs, Client Relationships, People Skills, Product Knowledge, General Math Skills, Organizational Skills, Dependability, Accountability, Statistical Analysis.

Computer Skills Requirements: Windows, Outlook, Microsoft Office (Word, Excel, Power point, Access),  ADCR , Policy Centre / Auto link.

What to expect:

  • Willingness to work long hours when required.
  • Self disciplined person, willing to work full shift on his / her own, fully capable to open and close the agency by himself
  • Strict confidentiality is required with respect to sensitive matters and clients’ personal information.
  • You will travel to meet clients.
  • You are required to have a valid driver’s license.
  • Obtain General Insurance License Level I, II within 6 months of employment.
  • Obtain LLQP License within the first year of employment.
  • You will be subject to a Criminal Record and Consumer History background check as a condition of your employment, in the event you are the successful candidate.

To be successful:

  • You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
  • You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
  • You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
  • You build trusting relationships and provide guidance to support the development of peers.

Interested in applying? Please submit your current resume and cover letter. Tell us a bit about yourself, your professional experience and how you think you can make a difference at The Co-operators. We look forward to learning more about you.

Job Type: Full-time

Language: This role operates in English, Cantonese, Mandarin, and Hindi , Punjabi


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