Role Description 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 farm and commercial. - Sales, service and profitable growth of 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. - 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. Qualifications - General Insurance license is required. - A Life license is an asset. - Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses. - A minimum of 2 years insurance industry experience including sales experience is preferred. - Possess in-depth knowledge of auto and property insurance products and strong underwriting skills. Requirements - 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. Benefits - Training and development opportunities to grow your career. - Opportunities to give back to your community. - A competitive compensation package and benefits program. - Expected salary range: $43,550.00 to $72,583.00 CAD. - Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics. Company Description 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.

• Configure and manage call routing in Ringba and CallGrid, including ring trees, ping targets, and RTB settings • Set up new ping targets and buyer integrations for real-time call bidding • Run call flow tests to confirm routing configurations are working correctly • Investigate and resolve ping failures across active buyer connections • Act as the first point of contact for buyer troubleshooting, diagnosing and resolving issues as they come up • Manage day-to-day buyer communications • Investigate billing and reconciliation discrepancies at the request of the accounting team

Role Description You act as the primary contact for our travellers & partners. You create and maintain positive traveller/partner relationships. You proactively cross-sell and represent the benefits of TuGo products. - Create and maintain positive traveller/partner relationships by responding to questions/problems/changes or escalating them as appropriate. - Respond to partner requests for assistance with locating product information, clarifying coverage questions, and confirming rate calculations. - Help guide partners on how best to utilize the services available to them on the Partner Platform, as well as answering questions on other claims and TuGo services. - Sell and cross-sell TuGo’s products in accordance with established procedures and scripts. - Remain up to date on all insurance products, procedural changes, industry information, and the computer and phone systems. - Respond to phone inquiries regarding coverage and how to make a claim. - Achieve performance targets. - Collaborate and communicate effectively with team members and all other teams. - Responsively and effectively handle issues. - Look for ways to improve customer experience. - Promote and model TuGo culture, values, and brand promise. - Continuously build professional and technical expertise. - Other duties as required. Qualifications - Degree or diploma in business or other discipline. - 2+ years of experience in a contact centre or customer service environment. - Excellent written and verbal English plus French communication skills required. - Successful completion of Level One insurance licence (within 1 month of start date). - Ability to learn quickly and apply knowledge of policy wording to accurately sell policies and provide service to travellers. - A successful criminal record check is a requirement of the position as required by insurance councils for licensing. - Ability to work our 9am-5pm M-F shift and Saturdays on rotation. - Travel insurance industry experience is a highly desired asset. - Strong team player and positive contributor. - Proficient in MS Office Suite and able to learn applications quickly. - Well-developed analytical, problem-solving, and decision-making skills. - Able to consistently live our values of valued, effective and trusted. - A strong customer experience focus. - A passion for continuous learning and professional achievement. Requirements - Contact Centre Hours (Pacific time): M-F 6-5; Sat 7-4. Sat = rotation. Shifts do not change unless required. - Remote options may be available for those already licensed in BC, Alberta or Ontario. - Salary range: $50,000 - $60,000.

• Aider les clients avec leurs besoins en matière d'assurance habitation et automobile • Répondre aux questions de couverture, offrir des conseils personnalisés et effectuer des ventes ou modifications de police • Contacter de manière proactive les clients afin de nous assurer que nous offrons en permanence une police qui répond le mieux à leurs besoins et à un prix compétitif • Communiquer efficacement par téléphone, e-mail et SMS avec nos clients pour établir une relation de confiance • Surveiller les performances personnelles et atteindre les objectifs quotidiens/hebdomadaires/mensuels • Tenir des notes précises des interactions avec les clients et ajouter des activités de suivi dans notre système CRM • Travailler en étroite collaboration avec l'équipe du service à la clientèle et des ventes pour atteindre les objectifs de l'équipe • Participer à l'élaboration de stratégies pour accroître la fidélisation des clients et la satisfaction globale • Rester à jour sur la connaissance des produits et les tendances du secteur • Participer à des séances de formation et à des activités de développement professionnel • Évoluer vers un poste senior dans notre équipe d'assurance ou poste de chef d’équipe après vos 2 premières années chez nous