Client Sales Advisor
Co-operators MD
Kirkland, QC
10d ago

The Client Sales Advisor is a key point of contact and is focused on consistently attracting new business, meeting or exceeding sales targets and providing excellent client care.

The incumbent is the key contact for our clients to answer questions, address concerns, and support The Co-operators mission of "financial security for Canadians and their communities .

The incumbent plays a fundamental role in supporting and developing agency / call centre operations through prospecting, client contacts and sales activities, with a specific focus on Auto and Property insurance.

The individual will support the omni-channel environment and provide superior client engagement through cross channel referrals and support.

What you’re responsible for :

Responsible for selling auto and property insurance to clients by identifying insurance needs.

Achieve individual goals for sales, quality and productivity and contribute to the achievement of overall agency / call centre sales and growth plans.

Provide accurate quotes and up-sell and / or cross-sell other company products through referrals.

Apply appropriate underwriting guidelines within current binding authority levels.

Proactively build a network / sales opportunity pipeline.

Respond to cross-channel leads in a timely fashion.

Retain clients who inquire about cancelling through open listening, negotiation and policy review.

Support referrals to and from other omni-channels.

What to expect :

You are required to have a valid driver’s license and insurance.

You will provide support to clients who are experiencing a personal or financial loss. A high degree of confidentiality and discretion is required.

Rotational shifts outside of standard business hours.

Extended work hours, including weekends, may be required during peak periods.

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.

To be successful :

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest of client satisfaction.

You leverage information about client’s needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages.

You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.

You’re an effective team player and provide guidance to support the development of your peers.

To join our team :

General Insurance License required or must be attained within 3 months.

Meet all provincial licensing requirements in accordance with continuing education to obtain and maintain all licenses. Minimum qualifications are required for Quebec (secondary school diploma or equivalent level of education and a decision issued by the AMF recognizing at least three years of full-

time employment experience).

A minimum of one to two year of sales experience and general insurance industry experience or related business experience.

Knowledge of auto and home insurance products and strong underwriting skills is an asset.

What we offer :

Training and development opportunities to grow your career with one of Canada’s Best Employers.

Flexible work options and paid time off to support your personal and family needs.

A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.

Paid volunteer days to give back to your community.

A comprehensive total rewards package, including competitive salary, bonus, pension and benefits.

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