Commercial Insurance Specialist- Hybrid

Role: Commercial Insurance Specialist

Work Model: Hybrid

Compensation: Salary $60,000-$70,000+Commissions

Benefits: Yes

Vacation: Yes

About our client:

Our client is looking for a driven Commercial Insurance Specialist who can drive our commercial insurance business. We are looking for someone who is knowledgeable and passionate about protecting businesses against unforeseen risks. 

Commercial Insurance Specialist:

 As the Commercial Insurance Specialist, you will be responsible for new client growth and expansion of the Commercial Insurance lines through outbound prospecting, client contact, networking and sales activities.

Key Accountabilities:

• 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 of the brokerage.
• Completing risk assessments and commercial inspections in accordance with underwriting guidelines.
• Working with clients to review goals, providing risk management advice and recommendations for coverage, completing policy updates, and documenting required changes.  
• Conducting policy reviews to identify changing coverage requirements, responding to client inquiries, resolving complaints, and escalating issues as required.
• Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.
• Maintain Detailed records of all sales, communication, contacts and client activities within the broker management system
• Prepare and submit applications to insurers and negotiate terms when permitted.
• Adhere to insurer underwriting rules, documentation requirements, and service standards.
• Liaise with underwriters regarding quotations, renewals, and amendments.

How you will succeed:

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.

• You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.  
• You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions. 

To join our team:

• You have 2-3 years of experience in commercial insurance sales and business development.
• You have a post-secondary education in a related discipline.
• You hold a General insurance license( OTL or RIBO)
• You have or are willing to work towards the Canadian Accredited Insurance Broker (CAIB)
• Knowledge of Applied Rating Service would be an asset
• Knowledge of Policy works and SIGXP would be an asset

What you need to know:

• You are required to have your own vehicle, valid driver’s license and insurance.
• You will travel regularly. This role involves direct contact with clients and/or service providers in their environment. 
• Extended work hours, including evenings and weekends may be required.
• 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.