Insurance Professional

5 days ago


Richmond Hill, Ontario, Canada Co-operators Full time
About the Role:

The Client Engagement Specialist for Personal Lines will play a crucial role in the support and development of our agency operation, primarily through the sales and service of Co-operators personal lines products (auto and home insurance). This role is ideal for a knowledgeable and trusted team member who is committed to delivering financial services solutions to meet our clients' unique needs.

Key Responsibilities:
  • Sales, service, and profitable growth of personal lines insurance products
  • Advise and recommend coverages and policies that best meet client needs
  • Prospect and cross-sell by identifying and recommending additional products/services that benefit the client
  • Complete front-line risk assessment and selection following underwriting guidelines
  • Identify which risks require inspections and re-inspections
  • Achieve individual goals for client service, sales, quality, and productivity
  • Support programs to build multi-client relationships
  • Respond to client questions and concerns, resolve customer complaints, and escalate issues appropriately

Requirements:
  • General Insurance License is required or must obtain within two months
  • Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses
  • One year sales and service experience or related business experience is preferred
  • Knowledge of auto and property insurance products and experience with selling techniques is an asset

About the Company:
At Co-operators, we strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs.

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