Sales Specialist

Co-operators Life Insurance Company; Mississauga; Hybrid; CAD 55,000 - 91,000; Full time

Benefits offered by this job

Training and development

Flexible work options

Well-being programs

Volunteer days

Total rewards package

Job summary

CLIC is seeking a Sales Specialist to deliver superior life insurance sales and service to customers, including credit unions, insured members, field staff, and intermediaries. You will manage inbound and outbound calls, process servicing requests and support credit union teams from a technical perspective.

This role emphasizes upsell/cross-sell, accurate CRM documentation, and problem solving to exceed service standards while meeting department goals in a hybrid work setting.

Qualifications

• Post-secondary education completed.
• 2-3 years of customer service experience in a contact centre.
• Level I Life license and proficiency with Microsoft Office.

Responsibilities

• Sell individual life insurance products and services through inbound/outbound calls.
• Participate in up-sell/cross-sell to increase active relationships and loyalty.
• Generate life, disability and annuity sales against goals.
• Handle inquiries via calls, emails, and mail from members and staff with data accuracy in CRM.
• Explain underwriting and claims requirements and provide status updates.

Skills

Customer service

Call center

Microsoft Office

Education

Post-secondary education

Tools

CRM systems

Job description

Company: CLIC
Department: Ind MGA & Nat Acct Sls
Employment Type: Regular Full-Time
Work Model: Hybrid (2 days in office)
Language: English is required, French is an asset.

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.

The Sales Specialist provides superior sales and service to customers, including credit unions, insured members, field staff, and intermediaries. Key focus areas for this role include individual life inside sales, inbound telephone inquiries,processing various servicing functions, and support for credit union team members from a technical perspective, resulting primarily from telephone interaction requests.

How you will create impact:

• Sell individual life insurance products and services to customers through inbound and outbound call activity
• Participate in up-sell/cross-sell referrals program for individual-life insurance coverage to persons insured to increase number of active relationships, thereby increasing customerloyalty or as an extensionofconservation efforts to maintain existing customer relationships by offering alternative products or services that are more suitable to current needs
• Generate life, disability and annuity insurance sales based on set individual and departmental goals
• Efficiently handle a variety of inquiries in the form of calls, emails, faxes, and mail from members, credit unions, and administrative staff (i.e. Life and Disability Claims and Underwriting) regarding contract information, policyprovisions, administrative and procedural matters for all individual and creditor lines of business, totalling more than 50 products and some with several variations
• Provide general explanations of underwriting and claims requirements and procedures, including status updates
• Provide creative solutions to customer problems, complaints, or enquiries, taking opportunities to exceed normal service standards
• Appropriately document all business interactions and transactions in our Customer Relationship Management systems to maximize efficiency in allsubsequentcustomer interactions, ensuring data accuracy to reflect the event
• Ensure the most effective and highest quality customer experience by achieving and exceeding company service and industry

To join our team:

• You have a post secondary education with 2-3 years of customer service experience in a contact centre environment
• You have a level I of Life licensed
• You are proficient in Microsoft Office Suite
• You have strong oral and written communication skills

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 range $54,517 - $90,861

The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.

Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.