Client service consultant

Co-operators; Caplan; Hybrid; CAD 43,550 - 72,583; Full time

Benefits offered by this job

Training & development

Flexible work options

Well-being programs

Volunteer days

Total rewards package

Job summary

CGIC is seeking a Client Service Consultant in Quebec with hybrid work options. The role focuses on attracting new business, meeting sales targets, and delivering excellent client care in auto and property insurance. Proficiency in French is essential, with English as an asset.

The position offers training through the PRÊT program and a path to licencing with AMF, plus a competitive salary and benefits package.

Qualifications

• French proficiency is essential for primary duties; English is an asset.
• At least one year of office experience.
• Some post-secondary education required.
• Personal Lines Property & Casualty Licence (AMF) required.
• Knowledge of underwriting practices and home and auto insurance products.

Responsibilities

• Sell auto and property insurance to clients by identifying needs and building a sales network.
• Apply underwriting guidelines and provide quotes within binding authority.
• Contribute to sales growth by achieving individual targets and productivity goals.
• Provide exceptional client service by handling inquiries and resolving issues.

Skills

Bilingual French-English

Customer service

Sales prospecting

Communication

Education

Some post-secondary education

AMF Personal Lines Licence

Job description

Company: CGIC

Department: Retail Sales

Employment Type: Regular Full-Time

Work Model: Hybrid

Language: French is required; English is an asset.

Additional Information: This role is 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 in delivering on this strategy. We prioritize our people with a strong culture and development opportunities that enable our team to thrive and live our purpose. You will work with colleagues who care passionately about you, our clients, and our communities.

Role Overview

As a Client Service Consultant located in any of CGIC’s Quebec locations (Laval, Kirkland, Beauport, Saint‑Eustache, Gatineau, Caplan, or Warwick), you will consistently attract new business, meet or exceed sales targets, and provide excellent client care. You will support and develop agency and call‑center operations through prospecting, client contacts, and sales activities focused on auto and property insurance.

The PRÊT Program

Co‑operators is launching a virtual training class in collaboration with Cégep de Lanaudière, starting October 2026. Upon completion you will obtain your personal property and casualty insurance licence through the PRÊT program.

• 450 hours of training in personal property and casualty insurance
• A work‑study balance
• Minimum admission requirement: Secondary 5

How You Will Create Impact

• Sell auto and property insurance to clients by identifying needs, proactively building a network that cultivates sales opportunities, and responding to cross‑channel leads in a timely fashion.
• Apply underwriting guidelines within the current binding authority levels, provide quotes, and upsell or cross‑sell other product lines via referrals.
• Contribute to overall sales growth by achieving individual sales, quality, and productivity goals.
• Provide exceptional client service by responding to inquiries, resolving complaints, and escalating matters appropriately.
• Maintain client retention by supporting referrals and communicating effectively with clients who inquire about cancellation.
• Support primarily non‑French speaking clients inside or outside Quebec, requiring regular English proficiency. These duties are not assignable to adjacent team members.

To Join Our Team

• At least one year of experience in an office environment.
• Some post‑secondary education.
• Knowledge of underwriting practices and home and auto insurance products.
• Possession of the Personal Lines Damage Insurance Licence from the Autorité des marchés financiers du Québec (AMF).
• Proficiency in French essential for primary duties. English skills are an asset.

How You Will Succeed

• Influence change and commit to continuous improvement to exceed client expectations.
• Leverage critical thinking to identify problems and propose proactive solutions.
• Communicate effectively, conveying messages clearly.
• Participate as an effective team player, sharing knowledge to support peers.

Other Information

• Subject to a background check as a condition of employment.

Benefits

• Training and development opportunities to grow your career.
• Flexible work options and paid time off.
• Holistic well‑being approach, including physical and mental health programs.
• Paid volunteer days.
• Competitive salary and incentive programs, plus a total rewards package: group retirement savings, pension, and benefits such as health, dental, disability, and life coverage; mental health support; employee assistance program.

Salary

Annual base salary: $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 local market conditions, geography, and relevant job‑related factors.

Incentive/Variable pay: Employees may also participate in incentive programs and earn additional compensation tied to individual and/or business performance or other metrics.