Insurance Advisor, Client Service - TD Bank Careers

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About TD Bank Group
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group (“TD” or “the Bank”).

TD is the sixth largest bank in North America by branches and serves over 22 million customers in three key businesses operating in a number of locations in financial centres around the globe:

  • Canadian Retail, including TD Canada Trust, TD Auto Finance Canada, TD Wealth, TD Direct Investing, and TD Insurance;
  • U.S. Retail, including TD Bank, America’s Most Convenient Bank, TD Auto Finance U.S., and an investment in TD Ameritrade; and
  • Wholesale Banking, including TD Securities.

TD also ranks among the world’s leading online financial services firms, with approximately 8 million active online and mobile customers. TD had CDN$862.0 billion in assets on October 31, 2013. The Toronto-Dominion Bank trades under the symbol “”TD”” on the Toronto and New York Stock Exchanges.

Department Overview

TD Insurance is part of TD Bank Group, one of Canada’s largest financial institutions. TD Insurance helps protect clients from the ‘accidents of life’ with a wide range of products including credit protection, life, health, travel, home and auto insurance. With more than three million clients, TD Insurance authorized products and services are available online, over the phone, and through a network of more than 1,000 TD Canada Trust branches.

In Canada, we have two lines of business, General Insurance and Life and Health. Our General Insurance business is one of the top home and auto insurance groups in Canada and the national leader in group insurance and affinity marketing. Our Life and Health business is the number one provider of critical illness insurance and direct life and health insurance in Canada.

At TD Insurance, we are committed to fostering an inclusive, accessible environment. With a Canada-wide workforce of over 4,000 employees and offices in Atlantic Canada, Quebec, Ontario and Alberta, our company is always growing and can help you to grow. TD Insurance offers a stable and dynamic work environment where talent is appreciated and professional development is taken seriously. More than just a job, we offer rewarding careers.

Job Description

Reporting to the Team Leader, Client Services, the Insurance Advisor, counsels individuals in regards to their auto and property insurance needs and maintains the maximum level of service for our existing clients; handles service and sales calls to ensure the maximum level of service for our clients. Shifts will vary. Each call is different and we support you to ensure your success at work. Our training programs are within the best in the industry and we help you develop your competencies through coaching.

  • Responsible for achieving sales, quotes and call targets.
  • Ensures quality and productivity objectives are met.
  • Processes call backs, submissions and mail in a timely manner.
  • Accountable

    for providing a high level of service to our clients.

  • Flexible to perform various assigned tasks
  • Promotes company features and benefits as part of ongoing portfolio reviews.
  • Cross sell a variety of products at every opportunity
  • Promotes client loyalty through attention to detail and relationship-building.
  • Remains current on all company philosophies and procedures.
  • Accepts risks within established guidelines.


  • You have a strong aptitude for sales
  • You have a superior client service orientation.
  • You have the ability to communicate effectively with clients, both verbally and in writing.
  • You have excellent interpersonal skills
  • You have excellent organization and time management skills.
  • You possess a professional telephone manner.
  • You have demonstrated your ability to function effectively in a fast-paced, multi-faceted environment.
  • You maintain a positive demeanour and foster team spirit.
  • You have strong analytical and decision making abilities
  • You demonstrate the ability to adapt to changing situations.
  • You have excellent computer/keyboarding skills.
  • Your call centre and/or personal lines insurance experience would be an asset
  • You have a minimum of 2 years customer service/sales/ call center and or personal lines insurance experience (an asset)
  • You have a post High School Diploma
  • Fluently bilingual (French / English) is an asset


Please be advised that any individual who deals directly with the public on any property and casualty insurance transaction must be licensed. The first 2 weeks of your employment is dedicated to Studying for your licensing Exam. You must receive a passing mark of 75% in order to continue to the Product Training.


Applicants must be flexible to work between the hours of 9:00 am to 11:00 pm Monday to Friday and 10:00 am to 7:00pm Saturday

Start date: next class is schedule to start in July 2016.
This posting is for both outbound and inbound calls

We offer full time of 35 hours per week

Training Schedule: Full Time Monday – Friday from 9 am to 5 pm for approximately 8-10 weeks in duration


Part of our screening process for this position involves the completion of online assessments. If you are short-listed for this position, instructions for the assessment will be sent via email.

Please ensure that the email account noted on your profile is accurate and regularly checked. Additionally, due to filters on Hotmail and Gmail accounts, please be sure to check your “junk” folder or spam filters.

Please refer to link below for a short video of a day in the life of an Insurance Advisor with TD Insurance:

Flexible Work Options


Evening/nights and weekend


At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve, and creating an environment where every employee has the opportunity to reach her/his potential.

TD is committed to providing accommodations. if you require an accommodation, we will work with you to meet your needs.

Category: Auto Insurance

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