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Associate Insurance Advisor

Essential HR - 19 Jobs
Simcoe, ON
Posted 9 days ago
Job Details:
Full-time
Experienced
Benefits:
Dental Insurance

We are a busy office and growing. We're a locally rooted insurance and financial services agency committed to delivering personalized solutions that make a difference in our clients' lives. Our team is collaborative, driven, and passionate about protecting what matters most. If you're someone who thrives in a client-first environment, values professional growth, and wants to be part of a supportive and purpose-led team—we'd love to meet you.The OpportunityWe're hiring a Home & Auto Insurance Specialist (Associate Insurance Advisor) to join our Simcoe-based team. This role is ideal for a licensed insurance professional who enjoys building relationships and providing customized coverage solutions. You'll be working directly with individuals and families to protect their homes, vehicles, and overall peace of mind.What you're responsible for:
  • Proactively complete client reviews, focusing on the farm portfolio, and cross-selling financial advice products and services.
  • Complete inspections as required.
  • Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.
  • Weekly report of your successes and challenges
  • Provide tailored insurance advice and support to new and existing clients
  • Prepare accurate quotes for home and auto insurance products
  • Manage policy changes, renewals, and day-to-day servicing
  • Support clients through claims and underwriting inquiries
  • Build long-term relationships by delivering exceptional service
  • Collaborate with other team members in life, wealth, farm and commercial insurance for cross-referrals and holistic client care
  • Stay current on product knowledge, compliance, and licensing updates
What to expect:
  • You will occasionally travel to see clients, generally within the Brant/Norfolk region
  • You are required to have a valid driver's license and insurance.
  • Strict confidentiality with respect to clients' personal information.
  • This role involves direct contact with clients and/or service providers in their environment.
  • 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.
To be successful:
  • You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
  • You build trusting relationships and provide guidance to support the development of peers.
  • You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
To join our team:
  • OTL License (preferred) OR RIBO License (required; must be willing to convert to OTL—we will support training and licensing fees)
  • 1–3 years of personal lines insurance experience
  • Exceptional customer service and communication skills
  • A passion for helping people and a proactive mindset
  • Comfortable with digital tools and able to navigate client systems efficiently
  • Strong attention to detail and ability to manage multiple priorities
What we offer:
  • Competitive Salary: $45,000 - $47,000 annually with commissions and bonus
  • Career Development: Licensing support, mentorship, and opportunities to grow within the agency
  • Opportunities to give back to your community.
  • Health & Dental Benefits: Comprehensive package for you and your family
  • Hybrid work environment, depends on human resources
  • Pension Matching: We invest in your future with a matching pension plan
  • LifeWork Program – work life balance program - available upon hire
  • Vacation Discounts: Enjoy special rates for your well-deserved getaways
  • Positive Work Culture: A supportive team environment that values both excellence and empathy
Location & Schedule
  • Based in Simcoe, Ontario
  • Monday to Friday, 9:00 AM – 5:00 PM (flexibility may be considered)
  • Hybrid options may be explored for the right candidate
Ready to Join Us?
If you're passionate about delivering exceptional client care and ready to grow in a meaningful career, we want to hear from you. Apply with your resume and a short note telling us why you'd be a great fit.Irons Financial Services Inc. is an equal-opportunity employer dedicated to fostering an inclusive workplace. Accommodations are available upon request for candidates participating in the selection process.
This job posting has been crafted with the assistance of AI technology, ensuring clarity and alignment with our organization's goals and value

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