Commercial Specialist

Job summary

The Commercial Specialist is responsible for driving new client growth and expanding the commercial portfolio through proactive outbound prospecting and sales activities. They will also conduct risk assessments, provide insurance solutions, and manage ongoing client relationships to ensure coverage needs are met.

Job details

Company: CGIC Department: Retail Sales Employment Type: Regular Full-Time Work Model: Office-Based Language: Bilingualism in English and French is an asset. 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. TO JOIN OUR TEAM: * You have 2-3 years of experience in commercial insurance sales and business development. * You have a post-secondary education in a related discipline. * You hold a General insurance license. * You have or are working towards the Chartered Insurance Professional (CIP) or Fellow Chartered Insurance Professional (FCIP) designation. 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. 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. Expected salary/hourly range $54,517.00 - $90,861.00. This role is eligible to participate in a sales incentive plan for additional compensation with an annual target of 15%.

What you’ll do

The Commercial Specialist is responsible for driving new client growth and expanding the commercial portfolio through proactive outbound prospecting and sales activities. They will also conduct risk assessments, provide insurance solutions, and manage ongoing client relationships to ensure coverage needs are met.

Requirements

Candidates must have 2-3 years of experience in commercial insurance sales and a post-secondary education in a related discipline. A General insurance license is required, along with progress toward a CIP or FCIP designation.

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

• Outbound · Preferred
• Training · Preferred
• Outbound Prospecting · Preferred
• Health · Preferred
• Client · Preferred
• Mental Health Support · Preferred
• Sales · Preferred
• Communication · Preferred
• Development · Preferred
• Time · Preferred
• Communication Skills · Preferred
• Flexible · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Commercial insurance sales
• Business development
• Outbound prospecting
• Risk assessment
• Commercial inspections
• Underwriting
• Risk management
• Policy review
• Client relationship management
• Sales pipeline management
• Marketing planning
• Critical thinking
• Communication
• Teamwork
• Problem solving

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support

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