Business Development Representative
5 days ago
About Co-operators
We are a leading Canadian financial services co-operative 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 Opportunity
As a Commercial Specialist, you will play a key role in identifying prospects in business markets, servicing clients, determining risks, and presenting customized insurance solutions. 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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