Commercial Insurance Advisor in Welland

3 weeks ago


Welland, Ontario, Canada Co-operators Full time

Company: Co-operators

Department: Retail Sales

Employment Type: Regular Full-Time

Work Model: Office Based

Language: This role operates in English

The Opportunity

At Co-operators, we are dedicated to fostering a sustainable and resilient society through our financial services. Our team plays a crucial role in achieving this vision, and we are committed to nurturing our employees by providing a supportive culture and ample development opportunities. You will collaborate with individuals who are genuinely passionate about our clients and communities.

As a Commercial Insurance Specialist, your primary focus will be on driving new client acquisition and expanding our commercial portfolio through proactive outreach, client engagement, and sales initiatives. You will be instrumental in identifying potential clients within business sectors, managing client relationships, assessing risks, and delivering tailored insurance solutions.

Key Responsibilities:

Engage in both inbound and outbound communications to cultivate a robust sales pipeline, devise marketing strategies to promote insurance products, and contribute to achieving sales and growth objectives. Perform risk evaluations and commercial assessments in line with underwriting protocols. Collaborate with clients to assess their objectives, provide risk management insights, recommend coverage options, execute policy modifications, and document necessary adjustments. Conduct policy evaluations to identify evolving coverage needs, address client inquiries, resolve issues, and escalate matters as needed. Participate in community events to enhance brand visibility and develop relationships that maximize new business prospects.

Qualifications for Success:

You demonstrate resilience and optimism in pursuing objectives, effectively managing your sales portfolio despite challenges. You excel in crafting strategies aimed at increasing market presence and leverage innovative approaches to enhance operational efficiency with a client-focused perspective. You possess strong communication abilities to influence and persuade stakeholders, facilitating mutually beneficial outcomes.

Required Experience:

A minimum of 2-3 years in commercial insurance sales and business development. A post-secondary qualification in a relevant field. A valid General insurance license. Progress towards the Chartered Insurance Professional (CIP) or Fellow Chartered Insurance Professional (FCIP) designation is preferred.

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