Company Description
Co-operators is a leading Canadian financial services co-operative that offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide solutions through property and casualty insurance, life insurance, wealth management, institutional asset management and broker operations. Our vision is to be a catalyst for a sustainable society, reflected in community investment programs, strategic partnerships, and active volunteerism. With over 600 locations across Canada, over 6,000 employees, and a network of over 2,500 licensed insurance representatives, Co-operators remains dedicated to putting the needs of clients and communities first. Proudly Canadian since 1945.
Role Description
This is a full-time on-site role for an Associate Insurance Advisor located in Ottawa, ON. The Associate Insurance Advisor will be responsible for providing clients with insurance and financial advice, processing policy changes, managing renewals, and assisting with claims. The role also involves prospecting new clients, performing needs assessment, and delivering exceptional customer service. The advisor will work closely with other team members to achieve sales targets and ensure client satisfaction.
Qualifications
- Insurance and Finance skills
- Consulting and Customer Service skills
- Excellent Communication skills
- Strong organizational and time management abilities
- Proficiency in using insurance software and Microsoft Office applications
- Licensed insurance representative - OTL or RIBO
- 2 Years of Experience in a financial services or insurance environment is required
