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Commercial and Life Insurance Specialist

Commercial and Life Insurance Specialist

The Cooperators, Goutsouliak & Associates IncRichmond Hill, ON, Canada
18 days ago
Job description

Job Overview

As a commercial and life specialist you will be responsible for new client growth and expansion of the commercial and life portfolio through outbound prospecting, client contact and sales activities. You will play a key role in identifying prospects in business markets, servicing clients, determining the risk and presenting customized insurance solutions. You will focus on deepening client relationships by providing high quality sales and service advice in commercial and living benefits insurance.

To join our team you MUST

  • you have 3-5 years experience in commercial insurance sales and business development
  • you have a post secondary education in the related discipline
  • you hold a General insurance license (OTL)
  • you hold a LLQP license (life license)
  • you have or are working towards the Chartered Insurance Professional (CIP) or Fellow Chartered Insurance Professional (FCIP) designation

What you're responsible for

  • conducting inbound and outbound calls to prospect and proactively build a sales pipeline, developing marketing plans to promote insurance offerings and contribute 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 and resolving complaints
  • participating in events to create brand awareness, cultivate community contacts and maximize new business
  • conduct analysis of commercial clients in regards to their additional need for living benefits such as life, critical illness, disability and group insurance

    • To be successful

  • you remain focused and optimistic in the pursuit of goals, despite barriers
  • you allocate time and resources to effectively manage the sales portfolio
  • you successfully build plans focused on expending market penetration
  • you have strong communication skills to influence others to adopt a specific course of action to facilitate mutual beneficial solutions

    • What to expect

  • you are required to have your own vehicle, driving license and insurance
  • you will travel regularly
  • have direct contact with clients / service providers in their environment
  • extended work hours including evenings and weekends will be required
  • strict confidentiality with respect to client's personal information
  • you will be subject to a Criminal Record and Consumer History background check as a condition of employment