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Associate Account Executive - Group Auto and Home Insurance (Bilingual Required)

Co-operators1 day ago
Laval, QC
Senior Level
full_time

About the role

Company: CGIC

Department: Group 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 cooperative 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 who care passionately about you, our clients, and our communities.

Our Distribution team works collaboratively with clients to develop and deliver solutions that meet their business needs. We create and manage the sales pipeline to achieve growth initiatives and retention targets for group sales, contributing significantly to meeting sales and retention targets for the region. We manage relationships with group clients to achieve new business targets within budget objectives and increase participation within new and existing group accounts.

How you will create impact:

  • Proactively seek opportunities to initiate and build new relationships in untapped markets and gain access to decision makers to keep the sales pipeline full.

  • Develop strong knowledge and understanding of current market trends, landscape, competitor product lines, pricing philosophy and sales techniques along with, developing strategic sales and marketing plans that align with our corporate strategy to group business.

  • Coordinate, attend and participate in conferences/trade shows, on-site presentations, and other promotional events.

  • Research, qualify, develop, and maintain new group prospect list, solicit, present, and sign new business.

  • Consult, liaise, collaborate, and effectively manage relationships with other business units and Advisors, establishing strong multi-level relationships at senior levels within assigned groups.

  • Manage and execute marketing activities for assigned accounts including onsites, distribution of promotional material and presentation of products and services to generate new business.

  • Establish and maintain strong multi-level relationships within assigned groups.

How you will succeed:

  • You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest for client satisfaction.

  • You leverage information about client’s needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages.

  • You are committed to continuous improvement and building productive client relationships to exceed client expectations.

  • You can work with a diverse group of people in an ever-changing environment, the ability to quickly pivot when organization or external changes are required.

To join our team:

  • You have 2-4 years of experience in insurance, sales, or account management.
  • You have post-secondary education in business, sales, or marketing or a related discipline.
  • You have a strong working knowledge of MicroStrategy, Microsoft Office Tools, BI Dossiers, Sales Force, Dynamics 365 and Policy Centre.
  • 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.

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.