Commercial Growth Expert

4 weeks ago


Ottawa, Ontario, Canada Co-operators Full time

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 team plays a crucial role in delivering on this strategy by prioritizing our people and providing a strong culture and development opportunities.

Role Overview

The Commercial Specialist will be responsible for new client growth and expansion of the commercial portfolio through outbound prospecting, client contact and sales activities. This role involves identifying prospects in business markets, servicing clients, determining risks and presenting customized insurance solutions.

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)

What You Need to Know

  • You are required to have your own vehicle, valid driver's license and insurance.
  • You will travel regularly.
  • This role involves direct contact with clients and/or service providers in their environment.
  • Extended work hours, including evenings and weekends, will be required.
  • You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

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.

Estimated Salary Range: $60,000 - $90,000 per year based on location and experience.



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