Commercial Insurance Sales Specialist

3 weeks ago


Quinte West, Ontario, Canada Co-operators Full time
{"title": "Commercial Specialist Role", "description": "

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.
", "lang_code": "en"}

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