Insurance Sales Specialist
2 days ago
As an Insurance Sales Specialist, you will play a crucial role in supporting and developing the agency operation by selling and servicing Co-operators products. This includes identifying and pursuing opportunities for growth, conducting inbound and outbound calls to prospect and build a sales pipeline, and contributing to the achievement of sales, profitability, and growth goals.
Main Responsibilities:- Sales and Service: Conducting inbound and outbound calls to prospect and proactively build a sales pipeline, developing marketing plans to promote insurance offerings, and contributing to the achievement of sales, profitability, and growth goals.
- Client Service: Achieving individual goals for client service, sales, quality, and productivity, and contributing to the achievement of overall agency sales and growth goals.
- Risk Assessment: Completing front-line risk assessment and selection following underwriting guidelines.
- Client Reviews: Proactively completing client reviews on the auto, home, farm, and/or commercial portfolio.
- Coverage Recommendations: Working with clients to review goals, providing risk management advice and recommendations for coverage, completing policy updates, and documenting required changes.
- A General Insurance License is required or must be obtained within two (2) months.
- A minimum of two (2) years' sales experience or related business experience.
- Bilingualism in English and French is an asset, but not a requirement.
- You must own your own vehicle and be willing to travel to both the Chelmsford and Val Caron offices.
- Competitive compensation package and benefits program, Bonus and incentive program, Training and development opportunities.
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Bilingual Insurance Specialist
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