Commercial Insurance Specialist

Company: CGIC
Department: Retail Sales
Employment Type: Regular Full-Time
Work Model: Hybrid
Language: Bilingualism in English and French is required.
Job Grade: 3S
Hiring Manager: Claudine Gelinas
Referral Award: No
Additional Information: This/these role(s) is/are currently vacant

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy.  That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose.  The best part is that you will work with people that care passionately about you, our clients and our communities.

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

• 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. 

• You 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.

• You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.  

• You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions. 

• You have 1 year of experience in personal lines damage insurance.

• Having a post-secondary education in a related discipline is an asset.

• You hold a General insurance license.

• 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.

• Proficiency in both English and French is essential to the main duties in this role, including servicing and communicating primarily with majority anglophone and francophone clients, groups, and teams. The essential non-French duties are not assignable to adjacent or other team members.