The Opportunity
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society. Our team is essential to deliver on this strategy, and we prioritize our people to ensure a strong culture and development opportunities.
Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience through knowledgeable and trusted teams.
Your Impact
* Sales, service, and profitable growth of personal lines insurance products.
* Advise and recommend coverages and policies that best meet client needs.
* Prospect and cross-sell by identifying and recommending additional products/services that benefit the client.
* Complete front-line risk assessment and selection following underwriting guidelines.
* Identify which risks require inspections and re-inspections. May be required to complete inspections.
* Achieve individual goals for client service, sales, quality, and productivity.
* Support programs to build multi-client relationships.
* Respond to client questions and concerns, resolve customer complaints, and escalate issues appropriately.
Your Success Factors
* You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest of client satisfaction.
* You leverage information about client's needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages.
* You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.
* You're an effective team player and provide guidance to support the development of your peers.
Requirements
* General Insurance License is required or must obtain within two (2) months.
* Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
* One (1) year sales and service experience or related business experience is preferred.
* Knowledge of auto and property insurance products and experience with selling techniques is an asset.