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Commercial Insurance Advisor – Independent
Co-operators. Build and operate an independent commercial insurance advisory business under the Co-operators brand .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in commercial insurance advisory services, with a strong focus on client relationship management, business development, and tailored risk management solutions. Proven ability to build and maintain a profitable insurance portfolio while adhering to licensing and regulatory requirements.
Highest-signal resume keywords
Commercial Insurance ExperienceGeneral Insurance LicenseBusiness Development SkillsClient Relationship ManagementSales Pipeline Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Risk Management SolutionsProspectingNetworkingSales StrategyPortfolio Development
Soft Skills
Clear CommunicationStrong OrganizationSelf-MotivationAccountabilityResilience
Certifications & Qualifications
Provincial General Insurance License
Industry Keywords
Commercial InsuranceB2B SalesFinancial ServicesClient-Facing AdvisoryRelationship Management
About the role
Key responsibilities & impact- Build and operate an independent commercial insurance advisory business under the Co-operators brand
- Partner with business owners, entrepreneurs, and organizations to understand risks and provide tailored insurance and risk management solutions
- Build and grow a profitable, sustainable commercial insurance portfolio through prospecting, networking, and referral relationships
- Deliver proactive, advice-based service to strengthen client loyalty and retention
- Represent Co-operators professionally and strengthen its community presence
- Distribute Co-operators products as an exclusive independent advisor
- Manage business activity, sales pipeline, priorities, and ongoing portfolio development
Requirements
What you’ll need- Valid provincial general insurance license (or willingness to obtain one)
- Ongoing licensing and continuing education requirements
- Experience in commercial or personal lines insurance, or backgrounds in financial services, banking, B2B sales, account management, or business development
- Experience running your own business or working in client-facing advisory or relationship-management roles
- Ability to build trusted relationships and convert them into sustainable business growth
- Strong sales and business-development mindset, including prospecting and networking
- Clear, confident communication, strong organization, and disciplined follow-through
- Client-first, advice-based approach to helping businesses manage risk
- Resilience, accountability, self-motivation, and ownership of results
- Ability to complete comprehensive background, credit, and eligibility checks
Benefits
Comp & perks- Opportunities to grow compensation through business development, client retention, and new business success
- Flexible, remote-friendly work model with autonomy over your schedule
- Comprehensive onboarding, training, mentorship, and ongoing development
- Access to enterprise-level tools, marketing resources, product specialists, and dedicated support teams
- Backing of a trusted Canadian brand with a strong community presence and values-driven, client-first culture
- Ownership over your commercial client portfolio and results