Group Account Representative

2 months ago

Mississauga, Canada The Co-operators Full time

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

**Number of Positions**: 2

**Language**: This role operates in English.

**Work Model**:Hybrid

**Alternate Title**: n/a

**Additional Information**:
This is a 18 month temporary/contract position.
There are 2 positions available.

**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. The Group Account Representative works within a group home and auto sales team to achieve new business targets within budget objectives and increase participation of group members within existing and new group accounts. The Group Account Representative contributes significantly to meeting the sales and retention goals for the region.

**How you will create impact**:

- Develop and make recommendation to the Group Sales Business Development Manager on annual marketing plans for assigned groups.
- Collect expiry dates and manage activities to generate new business from assigned groups
- Assist in the execution of marketing activities including booths and distribution of promotional material, monitor the effectiveness of marketing activities and recommend changes.
- Communicate with the Sales team to increase quotes generated from marketing or promotional activities.
- Develop client relationships within each assigned group using the current insured as the catalyst.
- Support the Business Development Manager and the Account Manager in increasing participation at the management/executive level within existing assigned groups.
- Utilize contact management and scheduling software to track, monitor and analyze results and progress on a monthly and quarterly basis.
- Support the Account Management team in new group prospecting activities including research, scheduling and meeting prospects as necessary.

**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**:

- Post-secondary education.
- Appropriate provincial insurance license or willingness to obtain.
- Two (2) years experience in the Personal Lines insurance industry.
- Strong knowledge of insurance principles and practices and Personal Lines products and policy systems.
- CIP designation an asset.

**What to expect**:

- You will travel frequently.
- You are required have your own vehicle, valid driver’s license and insurance.
- Extended work hours, including weekends, may be required during peak periods.

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

- Training and development opportunities to grow your career with one of Canada’s Best Employers.
- 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.
- 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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