Insurance Jobs Vancouver

The co-operators (Sarah McFarlane Insurance & Financial Services Inc.)

Insurance Advisor

Job Description 

The General Insurance Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as farm and/or commercial. General Insurance Advisors identify prospects in both personal and business markets, determine needs and as a trusted insurance advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance).

Roles and responsibilities:

  • Support development of the agency operation through the sales and profitable growth of personal lines and 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 home, 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 programs to build multi-client relationships.
  • Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately
  • Support the agency team in their daily activities

Working Conditions:

Physical: Regular office environment with some evening work required and some travel outside of the office. Willing to work flexible hours.

Qualifications And Skills:

  • General Insurance License(s) 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
  • Strong skills in communication (verbal and written), organization, time management, client service, decision making, problem solving
  • Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft Office
  • Valid drivers license may be required


Performance of Core Functions:

  • Achievement of individual sales goals with a strong focus on consistent and proactive sales activity
  • Strong contribution to achievement of the agency goals
  • Contribution to achievement of multi-line client targets
  • Strong commitment to ongoing personal and professional development
  • Level of customer satisfaction as measured through client feedback
  • Demonstration of client needs analysis through commitment to use of financial security planning tools
  • Skill in evaluation and underwriting of risks as measured by audits and adherence to underwriting guidelines
  • Attention to detail and accuracy of new business applications and paperwork as measured by audits and feedback
  • Work independently and effectively use and apply the resources available

Impact on the Organization:

  • Contribution to profitable growth and positive retention in the agency as measured by key indicator reports
  • Contribution to the quality of the agency portfolio and a positive loss ratio as measured by key indicator reports
  • Impact on organizations trust and reputation through accuracy and completeness of information reported and appropriate treatment of confidential information
  • Associate Agents are the face of the organization to our clients

Impact on the Client:

  • Focus on relationship building with clients and effectively communicates with clients to deliver on the service promise
  • Timely delivery of services and responses to client inquiries – once and done approach

Impact on Team/Staff Development:

  • Effectiveness of working relationships with peers, agent and district management team
  • Demonstrated leadership ability in building a strong team environment
  • Contribution to the motivation and engagement of the agency team
  • Works cooperatively with others to accomplish objectives.
  • Achievement of targets set both team and individual
  • Ability and initiative to take on new and challenging assignments

Job Types: Full-time, Permanent

Salary: $55,000.00-$60,000.00 per year


  • Dental care
  • Disability insurance
  • Extended health care
  • Vision care


  • 8 hour shift

Supplemental pay types:

  • Bonus pay
  • Commission pay


  • Level 2 (required)

Work Location: In person

To apply for this job please visit