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Customer Service Representative

Co-operators14 days ago
Caplan, Quebec
Mid Level
full_time

Top Benefits

Training and development opportunities to grow your career
Opportunities to give back to your community

About the role

Company: CGIC

Department: Retail Sales

Employment Type: Regular Full-Time

Work Model: Hybrid

Language: Bilingualism in English and French is required.

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.

Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs.

As the Personal Lines Insurance Agent in one of our locations in Quebec (Kirkland, Vaudreuil, Beauport or St-Eustache), you will consistently attract new business, meet or exceed sales targets and provide excellent client care. You will play a fundamental role in supporting and developing agency/call centre operations through prospecting, client contacts and sales activities, with a focus on Auto and Property insurance.

How You Will Create Impact

  • Selling auto and property insurance to clients by identifying insurance needs, proactively building a network that cultivates sales opportunities and responding to cross-channel leads in a timely fashion.
  • Applying appropriate underwriting guidelines within current binding authority levels, providing quotes and upselling and cross-selling other product lines through referrals.
  • Contributing to the overall sales growth plan by achieving individual sales, quality and productive goals.
  • Providing exceptional client service through responding to client inquiries and concerns, resolving complaints and escalating matters appropriately.
  • Maintaining client retention by supporting referrals and effectively communicating, listening and negotiating with clients who inquire about cancellation.
  • This position supports primarily non-French speaking clients located inside and/or outside of Québec and requires proficiency in English on a regular basis. The essential non-French duties are not assignable to adjacent or other team members.

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 your peers.

To Join Our Team

  • You have one year of experience in an office environment.
  • You have some post-secondary education.
  • Having knowledge of underwriting practices and home and auto insurance products is an asset.
  • Having the Personal lines Damage Insurance Licence delivered by l’Autorité des marchés financiers du Québec (AMF) is an asset.
  • 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. The essential non-French duties are not assignable to adjacent or other team members.

What You Need To Know

  • This role operates in a call center environment where a high level of audio and visual concentration is required for extended periods of time.
  • Strict confidentiality with respect to employee’s employment records and other personal information.
  • You will be subject to a Criminal Record and Consumer History 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. Opportunities to give back to your community.

About Co-operators

Financial Services
5001-10,000

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.