Agency Owner responsible for managing sales and growth of American Family Insurance agency. Operates as an independent contractor and builds a local team for strategic goals.
About the role
- Associate Insurance Advisor III working in commercial sales for CGIC, a leading Canadian financial services co-operative. Focusing on inbound sales and service in specialty lines and Life and Wealth products.
Responsibilities
- Inbound sales, service and profitable growth of Life and Wealth products.
- Sales, service and profitable growth of 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 and 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.
- 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.
Requirements
- A minimum of 2 years insurance industry experience including sales experience.
- Commercial insurance experience is an asset.
- BC Level two license, or ability to obtain L2 license within 60 days.
- Life License is an asset.
- Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
- Knowledge of insurance products and strong underwriting skills is an asset.
- You are required to have a valid driver’s license.
- Strict confidentiality with respect to client’s financial status and other personal information.
- This role involves direct contact with clients and/or service providers in their environment.
- Extended work hours, including evenings and weekends, may be required.
Benefits
- Training and development opportunities to grow your career.
- Opportunities to give back to your community.
- A competitive compensation package and benefits program.
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