Commercial Development Specialist

4 days ago

London, Ontario, Canada Co-operators Full time

About the Opportunity:

We are a leading Canadian financial services co-operative, Co-operators, committed to being a catalyst for a sustainable and resilient society. Our team is essential to deliver on this strategy, and we prioritize our people to ensure we provide a strong culture and development opportunities that enable our team to thrive and live our purpose.

The Role:

As a Commercial Development Specialist, you will be responsible for new client growth and expansion of the commercial portfolio through outbound prospecting, client contact, and sales activities. You will play a key role in identifying prospects in business markets, servicing clients, determining risks, and presenting customized insurance solutions.

Key Responsibilities:

  • Conducting inbound and outbound calls to prospect and proactively build a sales pipeline, developing marketing plans to promote insurance offerings, and contributing to the achievement of sales, profitability, and growth goals.
  • Completing risk assessments and commercial inspections in accordance with underwriting guidelines.
  • Working with clients to review goals, providing risk management advice and recommendations for coverage, completing policy updates, and documenting required changes.
  • Conducting policy reviews to identify changing coverage requirements, responding to client inquiries, resolving complaints, and escalating issues as required.
  • Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.

Requirements:

  • You have 2-3 years of experience in commercial insurance sales and business development.
  • You have a post-secondary education in a related discipline.
  • You hold a General insurance license.
  • You have or are working towards the Chartered Insurance Professional (CIP) or Fellow Chartered Insurance Professional (FCIP)

What You Need to Know:

  • You are required to have your own vehicle, valid driver's license, and insurance.
  • You will travel regularly.
  • This role involves direct contact with clients and/or service providers in their environment.
  • Extended work hours, including evenings and weekends, will be required.
  • 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.

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