Language : Bilingualism in English and French is required.
Additional Information :
Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience.
Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs.
The Commercial Specialist assists the Senior Commercial Specialist in the underwriting process by completing new applications, following up with underwriting on requests, and ensuring the quoting process completes within proper time commitments.
The incumbent also assists the Senior Commercial Specialist on renewal preparation on all accounts ensuring all up-to-date information is received to underwriting from the client and monitors renewal timing ensuring client renewals are sent in a timely manner.
The Commercial Specialist develops new sales - promoting, prospecting, networking, and marketing to commercial prospects that fit into our package policies, meeting / exceeding sales targets and providing excellent client care.
The individual will support the omni-channel environment and provide superior client engagement through cross channel referrals and support.
What you’re responsible for :
Achieve individual goals for sales quality and productivity and contribute to the achievement of overall agency sales and growth goals.
Complete front-line risk assessment and selection following underwriting guidelines.
Proactively build a sales pipeline through inbound and outbound calls.
Provide accurate quotes and up-sell and / or cross-sell other company products through referrals.
Assist Senior Commercial Specialist - prepare new account files, including correspondence and communication with underwriting as required.
Conduct product review on a regular basis.
Support Senior Commercial Specialist in tracking and follow up of renewals in a timely manner.
Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.
What to expect :
You will travel regularly.
Strict confidentiality with respect to client’s financial status and other personal information.
This role involves direct contact with clients and / or service providers in their environment.
You are required to have a valid driver’s license.
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 have an innovative mindset to improve operational efficiencies and ability to influence change, with a primary focus on client needs.
You use critical thinking skills to recognize assumptions, evaluate arguments, draw conclusions and proactively propose solutions.
You have strong communication skills to clearly convey messages and explore diverse points of view.
You build trusting relationships and provide guidance to support the development of colleagues.
To join our team :
Two years of commercial sales experience or related business experience.
A Commercial Insurance License is required (Quebec only).
A General Insurance License is required.
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).
Meet all provincial licensing requirements in accordance with continuing education to obtain and maintain all licenses.
What we offer :
Training and development opportunities to grow your career with one of Canada’s Best Employers.
Opportunities to give back to your community.
A competitive compensation package and benefits program.