Customer Service Representative

Co-operators; Caplan; On-site; CAD 30,000 - 60,000; Full time

Job summary

A leading Canadian financial services co-operative is seeking a Personal Lines Insurance Agent to join their team in Quebec. In this hybrid role, you will sell auto and property insurance, engage with clients, and maintain client retention. The ideal candidate will have experience in an office environment and be proficient in both English and French. You will benefit from training opportunities, a competitive compensation package, and a chance to give back to the community.

Benefits

Training and development opportunities

Competitive compensation package

Community involvement opportunities

Qualifications

• 1 year of experience in an office environment.
• Knowledge of underwriting practices and home and auto insurance products is an asset.
• Proficiency in both English and French is essential.

Responsibilities

• Sell auto and property insurance by identifying insurance needs.
• Provide exceptional client service and maintain client retention.
• Achieve individual sales, quality, and productive goals.

Skills

Bilingualism in English and French

Client engagement

Sales skills

Communication skills

Education

Post-secondary education

Job description

Company: CGIC
Department: Retail Sales
Employment Type: Regular Full-Time
Work Model: Hybrid
Language: Bilingualism in English and French is required.
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.

Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs.

As the Personal Lines Insurance Agent in one of our locations in Quebec (Kirkland, Vaudreuil, Beauport or St‑Eustache), 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.

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.

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 your peers.

To join our team:

• You have one year of experience in an office environment.
• You have some post‑secondary education.
• Having knowledge of underwriting practices and home and auto insurance products is an asset.
• Proficiency in both English and French is essential to the main duties in this role, including servicing and communicating primarily with majority anglophone and francophone clients, groups, and teams. The essential non‑French duties are not assignable to adjacent or other team members.

What you need to know:

• This role operates in a call center environment where a high level of audio and visual concentration is required for extended periods of time.
• Strict confidentiality with respect to employee’s employment records and other personal information.
• 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.