Commercial Insurance Sales Specialist
3 days ago
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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