Commercial Insurance Specialist
Co-operators is a leading Canadian financial services co-operative committed to fostering a sustainable and resilient society. As a Commercial Insurance Specialist, you will focus on new client growth and expanding the commercial portfolio through prospecting and sales activities, while providing tailored insurance solutions to meet client needs.
Responsibilities
- Conducting inbound and outbound calls to prospect and proactively build a sales pipeline, developing marketing plans to promote insurance offerings, and contributing to the achievement of sales, profitability, and growth goals
- Completing risk assessments and commercial inspections in accordance with underwriting guidelines
- Working with clients to review goals, providing risk management advice and recommendations for coverage, completing policy updates, and documenting required changes
- Conducting policy reviews to identify changing coverage requirements, responding to client inquiries, resolving complaints, and escalating issues 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
Skills
- Bilingualism in English and French is required
- 1 year of experience in personal lines damage insurance
- You hold a General insurance license
- You are required to have your own vehicle, valid driver's license and insurance
- You will travel regularly
- This role involves direct contact with clients and/or service providers in their environment
- Extended work hours, including evenings and weekends, will be required
- You will be subject to a Criminal Record and Consumer History background check as a condition of employment
- Proficiency in both English and French is essential to the main duties in this role, including servicing and communicating primarily with majority anglophone and francophone clients, groups, and teams
- Having a post-secondary education in a related discipline is an asset
Benefits
- 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 Overview