Client service consultant

Company: CGIC
Department: Home and Auto
Employment Type: Regular Full‑Time
Work Model: Hybrid
Language: Bilingualism in English and French is required.
Additional Information: This/these role(s) is/are currently vacant

The Opportunity

We are a leading Canadian financial services co‑operative committed to being a catalyst for a sustainable and resilient society. Our team is essential to deliver on our strategy. We prioritize our people, ensuring a strong culture and development opportunities that enable our team to thrive while living our purpose. You will work with people who care passionately about you, our clients, and our communities.

As the Client Service Consultant in Quebec (auto and property insurance), you consistently attract new business, meet or exceed sales targets, and provide excellent client care. You play a fundamental role in supporting and developing agency/call centre operations through prospecting, client contacts, and sales activities.

How You Will Create Impact

• Selling auto and property insurance by identifying insurance needs, proactively building a network for sales opportunities, and responding to cross‑channel leads promptly.
• Applying appropriate underwriting guidelines within current binding authority levels, providing quotes and upselling and cross‑selling other product lines through referrals.
• Contributing to overall sales growth by achieving individual sales, quality and productive goals.
• Providing exceptional client service by responding to inquiries, resolving complaints, and escalating matters appropriately.
• Maintaining client retention by supporting referrals and effectively communicating, listening and negotiating with clients regarding cancellation.
• This role supports primarily non‑French‑speaking clients inside and outside Québec and requires proficiency in English on a regular basis.

How You Will Succeed

• Influence change and commit to continuous improvement to exceed client expectations.
• Apply critical thinking to identify problems and proactively propose solutions.
• Communicate clearly, conveying messages effectively.
• Collaborate effectively, sharing knowledge to support peers.

To Join Our Team

• One year of experience in an office environment.
• Post‑secondary education.
• Knowledge of underwriting practices and home and auto insurance products is an asset.
• Personal Lines Damage Insurance Licence (AMF) is an asset.
• Proficiency in both English and French essential for servicing anglophone and francophone clients.

What You Need To Know

• Operates in a call centre environment requiring high audio/visual concentration for extended periods.
• Strict confidentiality regarding employee employment records and personal information.
• Subject to Criminal Record and Consumer History background check as a condition of employment.

What’s in it for you?

• Training and development opportunities.
• Flexible work options and paid time off.
• Holistic well‑being program (physical and mental health).
• Paid volunteer days.
• Comprehensive total rewards package: competitive salary, bonus, pension & benefits.

Seniority level

Entry level

Employment type

Full‑time

Job function

Other

Location: Greater Montreal Metropolitan Area, Saint‑Eustache, Quebec, Canada