Commercial Service Advisor

1 month ago

Laval, Canada The Co-operators Full time

**Position Overview**:
**Company**:CGIC

**Number of Positions**: 1

**Language**: Bilingualism in English and French is an asset.

**Work Model**:Hybrid

**Alternate Title**: n/a

**Additional Information**:
**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 a member of the Distribution team, the Commercial Service Advisor is the first point of contact for commercial insurance products in the agency branch office and is focused on providing excellent client care, consistently supporting new and existing clients, attracting new business and promoting retention of business.

The Commercial Service Advisor is the key contact for our clients to answer questions, address concerns, and support The Co-operators mission of "financial security for Canadians and their communities.” The individual will support the OMNI-channel environment and provide superior client engagement through cross channel referrals and support.

As a Commercial Service Advisor, this individual performs a full range of client service activities such as obtaining information from policy holders, responding to inquiries or problems, and explaining, processing procedures as it relates to commercial insurance products.

**How you will create impact**:

- Provide exceptional client service by responding to client calls and written correspondence; respond to client questions and concerns, resolve complaints and escalate issues appropriately.
- Achieve individual goals for client service and quality, and contribute to the achievement of overall agency goals; deliver a quality service experience for each client.
- Complete endorsements and check status to ensure completion.
- Complete policy changes at the direction of the client and/or Commercial Specialist/Sr. Commercial Specialist.
- Retain clients who inquire about cancelling through open listening, negotiation and policy review.
- Proactively contact clients per focus list, to review coverage and ensure renewal with The Co-operators, (in Quebec a client review is required every 3 years).
- Upsell for new business on inbound calls and cross-sell other product lines through referrals.

**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 of 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 in order to exceed client expectations.
- You’re an effective team player and provide guidance to support the development of your peers.

**To join our team**:

- 2 years previous experience in service of commercial insurance products required.
- Commercial Insurance License required.

**What you need to know**:
**What’s in it for you?**:

- Training and development opportunities to grow your career with one of Canada’s Best Employers.
- Flexible work options 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.
- Volunteer opportunities to give back to your community.

**Interested in applying?**:
Co-operators is focused on fostering an inclusive, equitable and accessible work environment and we encourage individuals from all identity groups to apply. If you require an accommodation during the recruitment process, please contact the hiring manager.

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