Co-operators Logo

Co-operators

Associate Insurance Advisor III (Kelowna, BC)

Reposted 17 Days Ago
Be an Early Applicant
In-Office
Kelowna, BC
Junior
In-Office
Kelowna, BC
Junior
Provide sales and service for personal and specialty insurance lines (auto, home, farm, commercial). Advise clients, prospect for new business, perform risk assessments and inspections, meet sales and service targets, resolve client issues, and support agency growth and peer development.
The summary above was generated by AI

Company: CGIC
Department: Retail Sales
Employment Type: Regular Full-Time
Work Model: Office-Based
Language: This role operates in English.


The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy.  That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose.  The best part is that you will work with people that care passionately about you, our clients and our communities.

The Associate Insurance Advisor III is a key player in the support and development of the agency operation. This role utilizes a broad knowledge of The Co-operators personal lines (auto, home) and specialty lines (farm and commercial).


How you will create impact:
  • 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 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.

To join our team:
  • A minimum of 2 years insurance industry experience including sales experience.
  • A level 2 General Insurance license. 
  • 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.

  

How you will succeed:
  • You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest of client satisfaction.
  • You leverage information about client’s needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages.
  • You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.
  • You’re an effective team player and provide guidance to support the development of your peers.

What you need to know:
  • You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.

What’s in it for you?
  • Training and development opportunities to grow your career.
  • Opportunities to give back to your community.
  • A competitive compensation package and benefits program

 

Salary information

Expected salary/hourly range $45,253 - $75,421 (min-max, full range). This role is eligible to participate in a sales incentive plan for additional compensation.

 

Salary placement

The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.

Incentive/Variable pay

Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.

Similar Jobs

Junior
Fintech • Software • Financial Services
Provide sales and service for personal and specialty insurance lines (auto, home, farm, commercial). Advise clients on coverages, prospect for new business, perform frontline risk assessment and underwriting within guidelines, complete inspections, handle client inquiries/complaints, and contribute to agency sales and growth targets.
5 Hours Ago
Remote or Hybrid
CA
Senior level
Senior level
eCommerce • Fintech • Hardware • Payments • Software • Financial Services
Lead cross-team iOS engineering for Neighborhoods across Cash App and Square: define architecture, stay hands-on with SwiftUI/Workflow codebases, deliver integrated loyalty/ordering features, mentor engineers, and adopt AI-native workflows to accelerate development and quality.
Top Skills: BazelClaude CodeCombineCursorGooseObjective-CProtocol BuffersSwiftSwift ConcurrencySwiftuiUikitWorkflow
5 Hours Ago
Remote or Hybrid
CA
Expert/Leader
Expert/Leader
eCommerce • Fintech • Hardware • Payments • Software • Financial Services
Lead technical direction and architecture for Neighborhoods mobile experiences across Cash App and Square. Drive cross-organizational mobile initiatives, stay hands-on in iOS development, partner with backend/web/Android teams, mentor engineers, and apply AI-assisted workflows to accelerate feature development and quality.
Top Skills: BazelClaude CodeCombineCursorGooseObjective-CProtocol BuffersSwiftSwift ConcurrencySwiftuiUikitWorkflow

What you need to know about the Vancouver Tech Scene

Raincouver, Vancity, The Big Smoke — Vancouver is known by many names, and in recent years, it has gained a reputation as a growing hub for both tech and sustainability. Renowned for its natural beauty, the city has become a magnet for professionals eager to create environmental solutions, and with an emphasis on clean technology, renewable energy and environmental innovation, it's attracted companies across various industries, all working toward a shared goal: advancing clean technology.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account