Associate Insurance Advisor III - Commercial Sales Alberta

The Associate Insurance Advisor III is a key player in supporting and developing the agency operation. This role provides inbound sales and service for life and wealth products and utilizes broad knowledge of The Co‑operators personal lines (auto, home) and specialty lines (farm and commercial).

• Inbound sales, service and profitable growth of Life and Wealth products.
• 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 escape issues appropriately.
• Proactively complete client reviews on the auto, home, farm and/or commercial portfolio.

• Remain focused and optimistic in the pursuit of a goal, despite barriers, and effectively manage time to achieve client satisfaction.
• Leverage information about clients’ needs and situations to qualify sales opportunities and exhibit strong communication skills that convey messages clearly.
• Commit to continuous improvement and build productive client relationships to exceed client expectations.
• Be an effective team player and provide guidance to support the development of peers.

• A minimum of 2 years insurance industry experience including sales experience.
• General Insurance license is required.
• Life License is an asset.
• Meet all provincial‑licensing requirements in accordance with continuing education to obtain and maintain all licenses.
• Knowledge of insurance products and strong underwriting skills is an asset.

• Valid driver’s license.
• Strict confidentiality with respect to clients’ financial status and other personal information.
• Direct contact with clients and/or service providers in their environment.
• Extended work hours, including evenings and weekends, may be required.
• Subject to a criminal record and consumer history background check.

Training and development opportunities to grow your career.

Opportunities to give back to your community.

A competitive compensation package and advantages program.

Expected salary range: $45,256 to $75,421*

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