Posted 13 months ago
Associate Insurance Advisor III
@ Co-operators
Morinville, Alberta
Overview
Co-operators is hiring an Associate Insurance Advisor III to handle inbound sales and service for life, wealth, personal lines (auto, home) and specialty lines (farm, commercial). The role includes risk assessment, client reviews and resolving complaints. The posting requires at least 2 years of insurance industry experience including sales, a General Insurance licence, a valid driver's licence, and extended hours including evenings and weekends may be required.
Responsibilities:
- Inbound sales and service of life, wealth and insurance products
- Advise clients on coverage matching their needs
- Prospect for all lines and complete client portfolio reviews
- Perform front-line risk assessment and inspections
- Resolve client complaints and escalate issues
Requirements summary:
- Minimum 2 years insurance industry experience including sales
- General Insurance licence required
- Provincial licensing and continuing education
- Valid driver's licence required
- Underwriting skills and product knowledge an asset
Tools & skills
Source and dates
Employer career site / ATS feed · ultipro
- Employer posting date
- 2025-10-15
- First seen by our source
- 2026-10-08
- Source record updated
- 2026-10-16
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Sales |
| Experience | 2+ years |
| Hours per week | 40 (estimated) |
| Schedule | day, evening |
| Travel | air: none · ground: minimal |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Driver’s licence | required |
| Background checks | criminal record |
| Perks mentioned | Paid training |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Co-operators
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
All your investing and insurance needs in one place. 🍁Proudly Canadian since 1945.
Full company description
As a leading Canadian financial services co-operative, Co-operators 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 financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations. We are governed by member organizations, including co-operative organizations, credit union centrals and representative farm organizations. We are rooted in the idea that together, we are stronger, safer, and more resilient. Our vision to be a catalyst for a sustainable society is reflected in everything we do, including our community investment programs, strategic partnerships, and active volunteerism. We champion and fund the development of community-oriented co-operatives and social enterprises, invest for positive impact, and work hard to contribute to communities across Canada by supporting financial literacy, mental health, flood safety, and sustainability initiatives and programming. With over 600 locations across the country, over 6,000 employees and a dedicated financial advisor network of over 2,500 licensed insurance representatives, we remain true to our roots: putting the needs of our clients and our communities first. Proudly Canadian since 1945.
- LinkedIn followers
- 71,299
- People associated on LinkedIn
- 7,905
- Reported office locations
- 101 Cooper Dr, Guelph, Ontario N1C 0A4, CA
- 1920 College Avenue, Regina, SK, CA
- 6700 Macleod Trail SE, Calgary, AB, CA
- 151 North Service Road, Burlington, ON L7R 4C2, CA
- 2000, McGill College, bureau 810, Montréal, Québec H3A 3H3, CA
- Business categories
- Education
- EdTech
- Insurance
- E-Learning
- Other recorded names
- Co-operators
- Specialties
- Home
- Auto
- Life
- Investments
- Group
- Business
- Farm
- Travel
- Commercial
- and Wealth
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
As a leading Canadian financial services co-operative, Co-operators 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 financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations. We…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 5,001-10,000 employees |
| Headquarters | Guelph, Ontario |
| Organization type | Privately Held |
| Specialties | HomeAutoLifeInvestmentsGroupBusinessFarmTravelCommercialand Wealth |
| Open jobs on Jobsy | 188 |
| View page |
Company: CGIC
Department: West District
Employment Type: Regular Full-Time
Work Model: Office-Based
Language: This role operates in English.
Additional Information: This/these role(s) is/are currently vacant.
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.
Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs.
The Associate Insurance Advisor III is a key player in the support and development of the agency operation. This role provides inbound sales and service for life and wealth products and utilizes a broad knowledge of The Co-operators personal lines (auto, home) and specialty lines (farm and commercial).
How you will create impact:
Inbound sales, service and profitable growth of insurance 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 escalate issues appropriately.
Proactively complete client reviews on the auto, home, farm and/or commercial portfolio.
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.
To join our team:
A minimum of 2 years insurance industry experience including sales experience.
General Insurance license is required.
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.
What you need to know:
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 require
You will be subject to a Criminal Record and Consumer History 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.
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