Co-operators

Responsible for investigating, negotiating, and settling complex personal, commercial, and farm property claims. Collaborates with legal counsel and experts to resolve third-party loss settlements while mentoring team members.

The Senior Underwriter performs mortality and financial risk assessments for life, critical illness, and disability insurance products. The role involves managing complex applications, collaborating with advisors, and providing guidance to junior underwriting staff.

Provide subject matter expertise on investment products, segregated funds, and annuities to Advisors to help them optimize wealth strategies. Collaborate with leadership to align product expertise strategies with business goals and provide detailed case analysis for client objectives.

Provide advanced subject matter expertise on investment products, tax, and estate planning to support advisors and their clients. Collaborate with distribution teams to implement wealth strategies and optimize product-related processes.

The advisor will acquire comprehensive knowledge of client financial situations to create goal-based investment and financial plans, advising on estate planning in collaboration with internal and external resources. Responsibilities also include providing quotes, upselling/cross-selling products, conducting front-line risk assessment, and cultivating community relationships to enhance visibility and maximize new business.

The Associate Financial Advisor supports agency operations through outbound prospecting, client contact, and sales activities, focusing on the profitable growth of life, group, and wealth management products while adhering to compliance rules. This role involves proactively completing client reviews, prospecting, cross-selling all lines of business, and developing annual marketing plans to meet goals.