Company: CGIC
Department: Sales Operations
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 cooperative 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 Specialist, P&C Broker Acquisitions is a senior individual contributor responsible for developing and executing strategies to identify, engage, and onboard new broker partners to enhance Co-operators’ distribution network. This role is a key enabler the successful conversion of a broker's book of business to Co-operators, leveraging our products, processes and systems. This role focuses on building strong relationships with potential brokers, assessing their fit within the organization, and executing the onboarding of brokers identified to enhance Co-operators’ distribution network – ultimately owning the end to end acquisition and integration activities.
How you will create impact:
- Identification and targeting of brokers to select optimal firms to acquire in alignment with Co-operators’ footprint strategy
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- Define selection criteria (size, portfolio, location, clientele, culture)
- Assess strategic compatibility with existing mix of acquisitions
- Broker assessment and due diligence to assess financial and operational viability
- Negotiation and offer structuring to define acquisition terms in collaboration with Corporate Development
- Post-acquisition integration to ensure transition seamlessness
- Develop and execute plans to acquire brokers for Property & Casualty (P&C) product lines.
- Enable onboarding of incremental brokers into Co-operators’ distribution network.
- Build and maintain strong relationships with new and existing brokers, ensuring ongoing communication and support throughout the partnership lifecycle.
- Collaborate with other departments, such as Marketing, Sales, and Manufacturing, to ensure alignment of broker acquisition strategies with broader Co-operators strategic initiatives.
How you will succeed:
- You have an innovative mindset to improve operational efficiencies and ability to influence change, with a primary focus on client needs.
- You use critical thinking skills to recognize assumptions, evaluate arguments, draw conclusions and proactively propose solutions.
- You have strong communication skills to clearly convey messages and explore diverse points of view.
- You build trusting relationships and provide guidance to support the development of colleagues.
To join our team:
- Vehicule required for frequent travelling.
- Strong relationship-building and interpersonal skills to foster partnerships with brokers.
- Thorough knowledge of the brokerage industry and market
- Familiarity with compliance and regulatory requirements related to broker partnerships.
- Experience in managing partnerships and fostering a collaborative culture
- 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:
- 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.
