Client service consultant
Co-operators is a leading Canadian financial services co-operative committed to sustainability. The role of Personal Lines Insurance Agent involves attracting new business, meeting sales targets, and providing excellent client care in the auto and property insurance sectors.
Responsibilities
- 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
Skills
- Proficiency in French is essential to the main duties in this role, including servicing and communicating primarily with majority francophone clients, groups, teams
- 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
- Having the Personal lines Damage Insurance Licence delivered by l'Autorité des marchés financiers du Québec (AMF) is an asset
- Proficiency in English is an asset
Benefits
- 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.
Company Overview