Commercial Specialist

Co-operators; Wallaceburg; On-site; CAD 55,000 - 91,000; Full time

Benefits offered by this job

Flexible work options

Paid time off

Health and wellness programs

Volunteer days

Total rewards package including group

Retirement savings plans

Job summary

CGIC, based in Canada, is seeking a Commercial Specialist to drive new client growth in the Retail Sales department. The role emphasizes outbound prospecting, risk assessment, and providing customized insurance solutions to commercial clients.

You will build relationships, review coverage needs, and support growth through proactive client engagement. Ideal candidates have 2–3 years in commercial insurance sales, a related post-secondary education, and a General insurance license, with CIP/FCIP

Qualifications

• 2–3 years of experience in commercial insurance sales and business development.
• Post-secondary education in a related discipline.
• General insurance license and CIP/FCIP in progress or achieved.

Responsibilities

• Develop a sales pipeline through inbound/outbound calls and new client growth.
• Assess risks and present customized insurance solutions to clients.
• Review goals with clients and provide risk management recommendations.
• Conduct policy reviews and respond to client inquiries to ensure satisfaction.
• Engage in local events to promote the brand and generate new business.

Skills

Commercial insurance sales

Business development

Client prospecting

Education

Post-secondary education in a related discipline

Job description

Company: CGIC

Department: Retail Sales

Employment Type: Regular Full-Time

Work Model: Office-Based

Language: Bilingualism in English and French 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 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

• 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.
• 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, resolving complaints, and escalating issues as required.
• Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.

To Join Our Team

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

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.

Expected salary/hourly range $54,517.00 - $90,861.00. This role is eligible to participate in a sales incentive plan for additional compensation with an annual target of 15%.