Commercial Specialist

Co-operators; Brooks; On-site; CAD 50,000 - 80,000; Full time

Job summary

An established industry player in financial services is seeking a passionate Commercial Specialist to drive client growth and expand their commercial portfolio. In this engaging role, you will conduct proactive outreach to potential clients, assess risks, and present tailored insurance solutions. Your ability to build relationships and provide exceptional service will be key to achieving sales and growth goals. Join a team that values development opportunities and community engagement, where your contributions will make a real impact. If you are driven by results and thrive in a dynamic environment, this is the perfect opportunity for you.

Benefits

Training and development opportunities

Community engagement opportunities

Competitive compensation package

Benefits program

Qualifications

• 2-3 years of experience in commercial insurance sales and business development.
• General insurance license is required.

Responsibilities

• Conduct inbound and outbound calls to build a sales pipeline.
• Complete risk assessments and commercial inspections.

Skills

Commercial Insurance Sales

Business Development

Risk Management

Client Communication

Sales Pipeline Development

Education

Post-secondary education in a related discipline

Tools

Sales Management Software

Job description

Company: CGIC

Department: West Region

Employment Type: Regular Full-Time

Work Model: Office-Based

Language: This role operates in English.

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 Commercial Specialist you will be responsible for new client growth and expansion of the commercial portfolio through outbound prospecting, client contact and sales activities. You will play a key role in identifying prospects in business markets, servicing clients, determining risks and presenting customized insurance solutions.

How You Will Create Impact

1. Conducting inbound and outbound calls to prospect and proactively build a sales pipeline, developing marketing plans to promote insurance offerings, and contributing to the achievement of sales, profitability, and growth goals.
2. Completing risk assessments and commercial inspections in accordance with underwriting guidelines.
3. Working with clients to review goals, providing risk management advice and recommendations for coverage, completing policy updates, and documenting required changes.
4. Conducting policy reviews to identify changing coverage requirements, responding to client inquiries, resolving complaints, and escalating issues as required.
5. Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.

How You Will Succeed

1. You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
2. You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
3. You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.

To Join Our Team

1. You have 2-3 years of experience in commercial insurance sales and business development.
2. You have a post-secondary education in a related discipline.
3. You hold a General insurance license.
4. You have or are working towards the Chartered Insurance Professional (CIP) or Fellow Chartered Insurance Professional (FCIP).

What You Need To Know

1. You are required to have your own vehicle, valid driver’s license and insurance.
2. You will travel regularly.
3. This role involves direct contact with clients and/or service providers in their environment.
4. Extended work hours, including evenings and weekends, will be required.
5. 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.

What’s in it for you?

1. Training and development opportunities to grow your career.
2. Opportunities to give back to your community.
3. A competitive compensation package and benefits program.