Client service consultant

Co-operators; Brossard; Hybrid; CAD 44,000 - 73,000; Full time

Benefits offered by this job

Training opportunities

Flexible work options

Paid time off

Well-being programs

Job summary

Co-operators is seeking a Client service consultant to drive auto and property insurance sales while delivering excellent client care in a hybrid Quebec location. You will engage with clients, build a network for referrals, and support agency/call centre operations with English proficiency and French as essential for core duties.

The role includes participation in a virtual training class for a personal property and casualty license and potential progression within the PRÊT program starting

Qualifications

• One year of experience in an office environment is an asset.
• Some post-secondary education is expected.
• Knowledge of underwriting practices and home/auto insurance products is an asset.
• Personal lines Damage Insurance Licence is an asset.
• Proficiency in French is essential for main duties; English frequently used.

Responsibilities

• Sell auto and property insurance by identifying client needs and building sales opportunities.
• Provide quotes within underwriting guidelines and upsell/cross-sell other products.
• Achieve individual sales, quality and productivity goals.
• Deliver exceptional client service and respond to inquiries and concerns.
• Support referrals and maintain client retention through effective communication.

Skills

Sales targets

Prospecting

Client care

English proficiency

French essential

Education

Post-secondary education

Tools

Underwriting knowledge

Home and auto products

Job description

• Having the Personal lines Damage Insurance Licence delivered by l’Autorité des marchés financiers du Québec (AMF) is an asset.

Company: CGIC

Department: Retail Sales

Employment Type: Regular Full-Time

Work Model: Hybrid

Language: French is required, English is an asset.

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 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 Client service consultant in one of our locations in Quebec (Beauport, Caplan, Gatineau, St-Eustache, St-Jérôme, Laval, Kirkland, Warwick et Brossard), you will consistently attract new business, meet or exceed sales targets and provide excellent client care. You will play a fundamental role in supporting and developing agency/call centre operations through prospecting, client contacts and sales activities, with a focus on Auto and Property insurance.

Co-operators is launching a virtual training class for 12 students in collaboration with Édouard-Montpetit College, starting in January 2026. At the end of this course, you will be able to obtain your personal property and casualty insurance license through the PRÊT program.

The PRÊT Program Includes

• 450 hours of training in personal property and casualty insurance
• A work/study balance
• A minimum admission requirement of Secondary 5 only

How You Will Create Impact

• Selling auto and property insurance to clients by identifying insurance needs, proactively building a network that cultivates sales opportunities and responding to cross-channel leads in a timely fashion.
• Applying appropriate underwriting guidelines within current binding authority levels, providing quotes and upselling and cross-selling other product lines through referrals.
• Contributing to the overall sales growth plan by achieving individual sales, quality and productive goals.
• Providing exceptional client service through responding to client inquiries and concerns, resolving complaints and escalating matters appropriately.
• Maintaining client retention by supporting referrals and effectively communicating, listening and negotiating with clients who inquire about cancellation.
• This position supports primarily non-French speaking clients located inside and/or outside of Québec and requires proficiency in English on a regular basis. The essential non-French duties are not assignable to adjacent or other team members.

To Join Our Team

• Having one year of experience in an office environment is an asset.
• You have some post‑secondary education.
• Having knowledge of underwriting practices and home and auto insurance products is an asset.
• Having the Personal lines Damage Insurance Licence delivered by l’Autorité des marchés financiers du Québec (AMF) is an asset.
• Proficiency in French is essential to the main duties in this role, including servicing and communicating primarily with majority francophone clients, groups, teams. The essential non-English duties are not assignable to adjacent or other team members.

How You Will Succeed

• You influence change and are committed to continuous improvement, in order to exceed client expectations.
• You leverage critical thinking skills to identify problems and proactively propose solutions.
• Your strong communication skills allow you to clearly convey messages.
• You’re an effective team player who shares knowledge to support our peers.

What You Need To Know

• You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.

What’s in it for you?

• Training and development opportunities to grow your career.
• 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.
• In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.

Salary information

$43,550.00 to $72,583.00 CAD

Salary placement

“The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.”

Incentive/Variable pay

“Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.”