Commercial Insurance Sales Specialist
3 weeks ago
At Co-operators, we are committed to being a catalyst for a sustainable and resilient society. Our team is essential to delivering on this strategy, and we prioritize our people to ensure a strong culture and development opportunities that enable our team to thrive and live our purpose.
The Commercial Specialist will play a key role in identifying prospects in business markets, servicing clients, determining risks, and presenting customized insurance solutions. This role involves direct contact with clients and/or service providers in their environment.
Key responsibilities include:
- 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.
To succeed in this role, you will:
- Remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
- Successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client-centric lens.
- Have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
Requirements include:
- 2-3 years of experience in commercial insurance sales and business development.
- A post-secondary education in a related discipline.
- A General insurance license.
- Working towards the Chartered Insurance Professional (CIP) or Fellow Chartered Insurance Professional (FCIP) designation.
This role involves:
- Direct contact with clients and/or service providers in their environment.
- Extended work hours, including evenings and weekends.
- Traveling regularly.
What's in it for you?
- Training and development opportunities to grow your career.
- Opportunities to give back to your community.
- A competitive compensation package and benefits program.
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