Sales Specialist

3 weeks ago

Burlington, Canada The Co-operators Full time

**Position Overview**:
**Company**:CUMIS Services Incorporated

**Number of Positions**: 1

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

**Work Model**:Remote-based

**Alternate Title**: n/a

**Additional Information**:
You will work remotely as part of a virtual team.

**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 Sales Specialist you will work in a collaborative team environment to support the sales of Life policies providing superior sales and service to customers, including Credit Unions, insured members, CUMIS Account Managers and intermediaries. Key focus areas for this role include individual life inside sales, inbound telephone inquiries, and processing various servicing functions.

**How you will create impact**:

- Supporting sales growth targets by identifying and selling individual life insurance products and services to meet clients insurance needs through inbound and outbound call activity.
- Participating in up-sell/cross-sell referrals program for individual-life insurance coverage to persons insured to increase number of active relationships, thereby increasing customer loyalty or as an extension of conservation efforts to maintain existing customer relationships by offering alternative products or services that are more suitable to current needs.
- Generating Life, Disability and Critical Illness Insurance sales based on yearly individual and departmental goals.
- Providing input and recommendations to Individual Life Product Development team, Individual Underwriting, Marketing and Sales to assist with the development of new products and to enhance existing products and services, based on customer experiences.
- Providing general explanations of underwriting and claims requirements and procedures, including status updates.
- Appropriately documenting all business interactions and transactions in our Customer Relationship Management (Centric) systems to maximize efficiency in all subsequent customer interactions, ensuring data accuracy to reflect the event.
- Ensuring the highest quality customer experience in all interactions in accordance with the criteria identified in the Call Evaluation Form and compliance with Best Practices.

**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 completed a post-secondary education with 2-3 years of customer service experience in a contact centre environment.
- You have or are working towards completing the LLQP Life License.
- You have or are working towards completing the ACS 100.

**What you need to know**:

- This role operates in a contact center environment where a high level of audio and visual concentration is required for extended periods of time.

**What's in it for you?**:

- Training and development opportunities to grow your career.
- Paid time off to support your personal and family needs.
- A holistic approach to your well-being, with a supportive workplace culture.
- Paid volunteer days to give back to your community.
- A comprehensive total rewards package, including competitive salary, bonus, pension and benefits.

**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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