Commercial Specialist (Grande Prairie)

Co-operators; Grande Prairie; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading Canadian financial services co-operative is seeking a Commercial Specialist in Grande Prairie, Canada. You will be responsible for new client growth and expanding the commercial portfolio through proactive sales activities. Ideal candidates have 2-3 years of experience in commercial insurance sales and relevant education, along with a strong focus on client satisfaction. Attractive training opportunities and competitive compensation are offered.

Benefits

Training and development opportunities

Opportunities to give back to your community

Competitive compensation package and benefits program

Qualifications

• 2-3 years of experience in commercial insurance sales and business development.
• Holding or working towards the Chartered Insurance Professional (CIP) or Fellow Chartered Insurance Professional (FCIP).
• Own vehicle, valid driver’s license, and insurance required.

Responsibilities

• Conduct outbound calls to build a sales pipeline.
• Complete risk assessments in line with underwriting guidelines.
• Review client goals and provide risk management advice.

Skills

Communication skills

Sales techniques

Risk management

Education

Post-secondary education in a related discipline

Tools

General insurance license

Job description

Company: CGIC

Department: Retail Sales

Employment Type: Regular Full-Time

Work Model: Office-Based

Language: This role operates in English.

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.

Responsibilities

• Conducting outbound and handling incoming 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.

How you will succeed

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

What you need to know

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

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