Commercial Insurance Specialist

Job summary

The Commercial Insurance Specialist is responsible for driving new client growth and expanding the commercial portfolio through proactive sales activities and prospecting. They will also conduct risk assessments, provide expert coverage recommendations, and manage ongoing client relationships to ensure high service standards.

Job details

Company: CGIC Department: QUEBEC Region Employment Type: Regular Full-Time Work Model: Hybrid (2 days in office) Language: This role operates in French. Additional Information: This/these role(s) is/are currently vacant THE OPPORTUNITY: We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities. As the Commercial Specialist you will be responsible for new client growth and expansion of the commercial portfolio through outbound prospecting, client contact and sales activities. You will play a key role in identifying prospects in business markets, servicing clients, determining risks and presenting customized insurance solutions. HOW YOU WILL CREATE IMPACT: * 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. HOW YOU WILL SUCCEED: * You influence change and are committed to continuous improvement, in order to exceed client expectations. * You leverage critical thinking skills to identify problems and proactively propose solutions. * Your strong communication skills allow you to clearly convey messages. * You’re an effective team player who shares knowledge to support our peers. TO JOIN OUR TEAM: * You hold a property and casualty insurance license. * You have 1 year of sales experience. * Business development experience is required. * Proficiency in French is essential to the main duties in this role, including servicing and communicating primarily with majority francophone clients, groups, teams. The essential non-English duties are not assignable to adjacent or other team members. WHAT YOU NEED TO KNOW: * You will be subject to a Background check as a condition of employment, in the event you are the successful candidate. WHAT’S IN IT FOR YOU? * Training and development opportunities to grow your career. * Flexible work options and paid time off to support your personal and family needs. * A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture. * Paid volunteer days to give back to your community. * In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program. Salary information Expected salary $45,253.00 to $75,421.00 CAD The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education. 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.

What you’ll do

The Commercial Insurance Specialist is responsible for driving new client growth and expanding the commercial portfolio through proactive sales activities and prospecting. They will also conduct risk assessments, provide expert coverage recommendations, and manage ongoing client relationships to ensure high service standards.

Requirements

Candidates must hold a property and casualty insurance license and possess at least one year of sales experience. Proficiency in French is essential for this role to effectively service and communicate with the francophone client base.

Benefits

• Training and development opportunities • Flexible work options • Paid time off • Physical and mental health programs • Paid volunteer days • Group retirement savings plans • Pension • Health and wellness benefits • Dental coverage • Disability coverage • Life insurance • Mental health support • Employee assistance program

Listed skills

• Problem solving · Preferred
• Outbound Prospecting · Preferred
• Risk Management · Preferred
• Sales · Preferred
• Communication · Preferred
• Critical Thinking · Preferred
• Client Relationship Management · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Commercial insurance
• Sales
• Business development
• Outbound prospecting
• Risk assessment
• Risk management
• Client relationship management
• Communication
• Critical thinking
• Problem solving
• Marketing
• Policy review
• French language proficiency
• Outbound Calls
• Inbound Calls
• Business Metrics
• Sales Pipelines
• Influencing Skills
• Property And Casualty Insurance License
• Sales Prospecting
• Time Off Management
• Underwriting Guidelines
• Resilience
• Mental Health
• Business Development
• Brand Awareness
• Continuous Improvement Process
• Cooperation
• Training And Development
• Critical Thinking
• Employee Assistance Programs
• English Language
• Financial Services
• French Language
• Risk Management
• Risk Analysis

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support
• Commercial Insurance Specialist
• Insurance Customer Service Representative
• Insurance Representatives
• Customer Service Representatives