Personal Insurance Associate Jobs

Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).

Broader work or accountabilities may be assigned as needed. Qualifications:

Contributes to meeting branch business results and the customer experience.

Takes the initiative to find creative approaches that make each customer’s experience feel personal.

Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.

Contributes to business results and the overall experience delivered in the branch.

Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).

Broader work or accountabilities may be assigned as needed. Qualifications:

Contributes to meeting branch business results and the customer experience.

Takes the initiative to find creative approaches that make each customer’s experience feel personal.

Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.

Contributes to business results and the overall experience delivered in the branch.

Report on Salesforce opportunities, activity management and sales results

Related post-secondary education (i.e. business, economics, psychology, sociology, etc.)

LLQP or financial services experience is an asset

Prepare for and help execute special events and campaigns

Implement operational and sales support tactics

Facilitate weekly team meetings with your sales partners to work on sales growth initiatives

Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).

Broader work or accountabilities may be assigned as needed. Qualifications:

Contributes to meeting branch business results and the customer experience.

Takes the initiative to find creative approaches that make each customer’s experience feel personal.

Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.

Contributes to business results and the overall experience delivered in the branch.

Strong analytical skills, with a deep understanding of financial statements and accounting concepts, as well economic concepts.

Strong Excel/Word/PowerPoint and database application skills.

Background in corporate credit analysis and/or knowledge of insurance industry is a plus, but not required

Solid communication skills, verbal and written

More than 3 years working in a financial industry setting

MBA and/or CFA is a plus, but not required

Assist in vendor communication and relationship management

Broader work or accountabilities may be assigned as needed

Strong working knowledge of Microsoft Office Suite

Excellent verbal and written communication skills

2+ years of insurance industry experience

Extended health care and dental benefits

Pursuing or willingness to pursue relevant insurance certifications or education (i.e. CIP, CAIB, CRM) highly preferred.

Consistently acting to upgrade insurance market knowledge, staying ahead of new products and policy changes.

Comprehensive and effective verbal/written communication skills.

2+ years of Personal Lines experience preferably in a Brokerage environment.

Knowledge of EPIC an asset.

Supporting a designated portfolio of clientele, playing a meaningful role in business retention and building upon customer relationships.

4+ years of experience in the Insurance Industry

Ability to plan and manage at the operational, branch level

You’ll manage sales, retention and service needs of clients, balancing between Insurance Advisor and Supervisor duties as appropriate

Customizable flexible benefits options for you and your family

Level 2 General Insurance License

Prepare to motivate, develop and inspire a high performing team where you will support with career development, coaching and training.