Associate Insurance Advisor II

Associate Insurance Advisor II

Perri-Rae Boell & Associates Inc.
Location: Pembroke, Ontario
Posted: July 9th 2026
Description:

We have one common goal: to be where Canadians are, with the products Canadians need, when they need them, however they want to buy them. Our vision to be a catalyst for a sustainable society is reflected in all aspects of our operations including our community investment programs, which support people in need and help build community resiliency. We support and fund the development of community-oriented co-operatives and social enterprises, and we work hard to contribute to communities across Canada.

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.

We are recruiting for an Associate Insurance Advisor II.  This is a full-time position.

The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The Co-operators insurance products and services including property insurance such as home and commercial in which you will provide both sales and support.

What you’re responsible for:

  • Sales, service and profitable growth of both personal lines and specialty lines products.
  • Advising and recommending coverages and policies that best meet client needs.
  • Actively focus on prospecting for all lines of business by identifying and recommending additional products and services that benefit the client.
  • Completing front line risk assessment and selection following underwriting guidelines.
  • Completing inspections and re-inspections.
  • Achieving individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals.
  • Responding to client questions and concerns, resolving customer complaints and escalating issues appropriately.
  • Proactively complete client reviews on the home and commercial portfolio.
Qualifications
  • 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 years insurance industry experience including sales experience is preferred but not required.
  • Ability to travel occasionally.
  • You are required to have a valid driver’s license and insurance.
  • 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 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.
Additional Information

What we offer:

  • 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, bonuses and benefits program

Please submit your resume in MS Word or PDF format.

Contact Information
Perri-Rae Boell, Financial Advisor-Owner
Perri-Rae Boell & Associates Inc.
306 Pembroke Street East,
Pembroke, Ontario

Email: perri-rae_boell@cooperators.ca
Website: www.cooperators.ca
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