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. The Customer Service and Insurance Sales Representative is responsible for providing quality customer service, underwriting and sales to new and existing clients, face to face within the agency office environment as well as over the telephone.
How you will create impact:
- Quote and sell basic automobile and property insurance to clients in accordance with the sales quality call flow, sales processes and underwriting guidelines.
- Advise and coach clients on what type of coverage/policy would best meet their needs with some guidance as needed.
- Identify and make recommendations for additional products/services that benefit the client.
- Provide fundamental front line underwriting during client transactions and in determining whether a client qualifies for a quotation.
How you will succeed:
- You influence change and are committed to continuous improvement, 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:
- General insurance license along with insurance sales and service experience is an asset.
- Completed Post-secondary education is an asset.
- Knowledge or ability to learn selling techniques.
- Meet all provincial-licensing requirements in accordance with continuing education to obtain and maintain all licenses.
- Working toward CIP designation is an asset.
What you need to know:
- This role operates within an agency office environment with a combination of face to face client interaction as well as call center duties, where a high level of audio and visual concentration is required for extended periods of time.
- Work hours – Monday to Friday 9am to 5pm.
- 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.
- Achievement of set goals for customer service, sales, quality and productivity with guidance and support.
What's in it for you?
- Training and development opportunities to grow your career.
- 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.
- A comprehensive total rewards package, including competitive salary, bonus, pension and benefits.
