Top Benefits
About the role
Company: CGIC
Department: Client Contact Centre
Employment Type: Regular Full-Time
Work Model: Hybrid
Language: Bilingualism in English and French is an asset.
Job Grade: 2
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.
Our Distribution & Sales Support team aspires to maximize the success of our distribution partners and clients. Our knowledgeable and trusted team deliver essential information and support services, with an emphasis on enhancing performance and guiding professional development. We think strategically to build sales and business leadership skills that enable our partners to achieve excellence.
The Licensed Insurance Representative is responsible for providing quality customer service, underwriting and sales to new and existing clients over the telephone.
How you will create impact:
-
Quote and sell basic automobile and property insurance to clients in accordance with the sales quality call flow, sales processes and underwriting guidelines.
-
Advise and coach clients on what type of coverage/policy would best meet their needs with some guidance as needed.
-
Identify and make recommendations for additional products/services that benefit the client.
-
Provide fundamental front line underwriting during client transactions and in determining whether a client qualifies for a quotation.
-
Achieve set goals for customer service, sales, quality and productivity with guidance.
To join our team:
-
You have completed post-secondary education.
-
You are committed to self development and actively looking to learn.
-
You showcase strong communication and interpersonal skills.
-
Having customer service and sales experience is preferred.
-
Having insurance or inbound contact center experience is an asset.
-
You meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
-
You are willing to pursue the Chartered Insurance Professional (CIP) designation with priority given to the successful completion of C130 and C131 courses.
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.
Licenses & Certifications
Required
- License Required
About Co-operators
As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations. We are governed by member organizations, including co-operative organizations, credit union centrals and representative farm organizations.
We are rooted in the idea that together, we are stronger, safer, and more resilient. Our vision to be a catalyst for a sustainable society is reflected in everything we do, including our community investment programs, strategic partnerships, and active volunteerism. We champion and fund the development of community-oriented co-operatives and social enterprises, invest for positive impact, and work hard to contribute to communities across Canada by supporting financial literacy, mental health, flood safety, and sustainability initiatives and programming.
With over 600 locations across the country, over 6,000 employees and a dedicated financial advisor network of over 2,500 licensed insurance representatives, we remain true to our roots: putting the needs of our clients and our communities first.
Our response to COVID-19 As an essential service, we took immediate steps to ensure the health and safety of our people, clients, and communities. We’re following the direction of Health Canada as we roll out a phased return to corporate and local offices across the country. If you have applied for a posted role, a recruiter will be in touch with an update. Currently, all interviews are being conducted remotely.
Top Benefits
About the role
Company: CGIC
Department: Client Contact Centre
Employment Type: Regular Full-Time
Work Model: Hybrid
Language: Bilingualism in English and French is an asset.
Job Grade: 2
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.
Our Distribution & Sales Support team aspires to maximize the success of our distribution partners and clients. Our knowledgeable and trusted team deliver essential information and support services, with an emphasis on enhancing performance and guiding professional development. We think strategically to build sales and business leadership skills that enable our partners to achieve excellence.
The Licensed Insurance Representative is responsible for providing quality customer service, underwriting and sales to new and existing clients over the telephone.
How you will create impact:
-
Quote and sell basic automobile and property insurance to clients in accordance with the sales quality call flow, sales processes and underwriting guidelines.
-
Advise and coach clients on what type of coverage/policy would best meet their needs with some guidance as needed.
-
Identify and make recommendations for additional products/services that benefit the client.
-
Provide fundamental front line underwriting during client transactions and in determining whether a client qualifies for a quotation.
-
Achieve set goals for customer service, sales, quality and productivity with guidance.
To join our team:
-
You have completed post-secondary education.
-
You are committed to self development and actively looking to learn.
-
You showcase strong communication and interpersonal skills.
-
Having customer service and sales experience is preferred.
-
Having insurance or inbound contact center experience is an asset.
-
You meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
-
You are willing to pursue the Chartered Insurance Professional (CIP) designation with priority given to the successful completion of C130 and C131 courses.
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.
Licenses & Certifications
Required
- License Required
About Co-operators
As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations. We are governed by member organizations, including co-operative organizations, credit union centrals and representative farm organizations.
We are rooted in the idea that together, we are stronger, safer, and more resilient. Our vision to be a catalyst for a sustainable society is reflected in everything we do, including our community investment programs, strategic partnerships, and active volunteerism. We champion and fund the development of community-oriented co-operatives and social enterprises, invest for positive impact, and work hard to contribute to communities across Canada by supporting financial literacy, mental health, flood safety, and sustainability initiatives and programming.
With over 600 locations across the country, over 6,000 employees and a dedicated financial advisor network of over 2,500 licensed insurance representatives, we remain true to our roots: putting the needs of our clients and our communities first.
Our response to COVID-19 As an essential service, we took immediate steps to ensure the health and safety of our people, clients, and communities. We’re following the direction of Health Canada as we roll out a phased return to corporate and local offices across the country. If you have applied for a posted role, a recruiter will be in touch with an update. Currently, all interviews are being conducted remotely.