About Corcoran Financial Group
At Corcoran Financial Group we are a locally owned and operated agent of Co-operators. We are a full service insurance and financial advisory office. We take pride in always acting in the best interest of our clients and maintaining the highest level of client service. We have a culture of client service that is maintained through our client review program and continued education. We take great pride in being active members in our community offering each staff member 2 fully paid volunteer days each year.
About Co-operators
Co‑operators Group Limited is a Canadian-owned co-operative. Through our group of companies, we offer home, auto, life, group, travel, commercial and farm insurance, as well as investment products. Our co-operative values make us a different kind of insurance company – one built on honesty, hard work and concern for the communities in which we live and work. We have been ranked among the Best Employers in Canada by Aon Hewitt. As a member of our team, you'll be part of a big organization with a small company feel, working alongside a highly engaged group of people who are passionate about what they do. And you'll see why we believe The Co‑operators truly is a better place to work.
Job Types: Full-time, Permanent, Hybrid.
How you will create impact:
- Support development of the agency operation through the sales and profitable growth of Commercial and Farm lines, as well as specialty lines insurance products.
- Proactively complete client reviews, including prospecting and cross selling all lines of business by completing needs analysis for all clients in accordance with the agency Business Plan.
- Complete front-line risk assessment and selection following underwriting guidelines.
- Complete commercial and farm inspections as required.
- Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals.
- Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
- Support agency initiatives and build multi-client relationships.
- Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.
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 have an existing relationship network in the Victoria business community.
- You’re an effective team player and provide guidance to support the development of your peers.
To join our team:
- Level 2 General Insurance License is required.
- Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
- A minimum of two (2) years sales experience or related business or marketing experience is preferred.
- Knowledge of insurance products and strong underwriting skills is an asset
- Highly motivated and results driven.
What you need to know:
- Strict confidentiality with respect to client’s medical history, financial status and other personal information.
- This role involves direct contact with clients and/or service providers in their environment.
- Extended work hours, including weekends, may be required during peak periods.
- 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.
- You may be required to have a valid driver’s license and insurance.
What’s in it for you?
- Training and development opportunities to grow your career with one of Canada’s Best Employers.
- Opportunities to give back to your community.
- A competitive compensation package and benefits program.
- Competitive compensation package, including group benefits.
Work Location:
Interested in applying?
to submit your current resume and cover letter to [email protected]. Tell us a bit about yourself, your professional experience and how you think you can make a difference at Co-operators. We look forward to learning more about you.
Co-operators is focused on fostering an inclusive, equitable and accessible work environment and we encourage individuals from all identity groups to apply. If you require an accommodation during the recruitment process, please contact the [email protected]