Commercial Insurance Advisor

3 weeks ago


Welland, Ontario, Canada Co-operators Group Full time

Position Overview

Join a prominent Canadian financial services co-operative dedicated to fostering a sustainable and resilient community. Our team is crucial in realizing this vision, and we prioritize our employees by cultivating a supportive culture and offering development opportunities that empower our members to excel and fulfill our mission. You will collaborate with individuals who are genuinely passionate about our clients and the communities we serve.

As a Commercial Insurance Advisor, your primary focus will be on driving new client acquisition and expanding our commercial insurance portfolio through proactive outreach, client engagement, and sales initiatives. You will play a vital role in identifying potential clients within various business sectors, providing exceptional service, assessing risks, and delivering tailored insurance solutions.

Your Contributions:

  • Engage in both inbound and outbound communications to identify prospects and actively develop a robust sales pipeline, while crafting marketing strategies to promote our insurance products and contribute to sales, profitability, and growth objectives.
  • Conduct thorough risk evaluations and commercial assessments in line with underwriting standards.
  • Collaborate with clients to understand their objectives, offering risk management insights and recommendations for coverage, executing policy modifications, and documenting necessary adjustments.
  • Perform policy evaluations to recognize evolving coverage needs, address client inquiries, resolve issues, and escalate matters as needed.
  • Participate in community events to enhance brand visibility and build, maintain, and nurture local connections to maximize new business prospects.

Key Success Factors:

  • Maintain a focused and positive approach in achieving objectives, effectively managing time and resources to oversee the sales portfolio.
  • Develop strategic plans aimed at increasing market presence while employing innovative strategies to enhance operational efficiency, always with a client-centric perspective.
  • Exhibit strong communication abilities to influence and guide others towards beneficial outcomes, facilitating solutions that serve mutual interests.

Qualifications:

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

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