Commercial Insurance Sales Specialist

3 days ago


Welland, Ontario, Canada Co-operators Full time

About Co-operators

Co-operators is a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society.

Our Culture

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 Opportunity

We are seeking a Commercial Insurance Sales Specialist to join our team. As a key member of our sales team, you will be responsible for new client growth and expansion of the commercial portfolio through outbound prospecting, client contact and sales activities.

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) designation.

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