Commercial Insurance & Life Insurance Advisor | Hybrid/Full-Time
Corey Goebel - Desjardins Insurance Agent
- Stratford, ON
- $55,000-75,000 per year
- Permanent
- Full-time
Hours: Monday to Friday, 9:00 AM to 5:00 PMAre you ready to take your insurance career to the next level in a welcoming, small-office environment? We are seeking a self-motivated, energetic sales professional who is passionate about providing exceptional, concierge-level service to clients while helping grow our commercial insurance business.Our busy and dynamic firm in Stratford offers multiple lines of insurance and financial services, and we are proud to be a leader in Perth County. We are looking to add a Commercial Insurance Sales Executive, with Life and Living Benefit production responsibilities, to our amazing team.What sets this opportunity apart is our customer-first approach, which allows you to make a real impact on clients’ lives every day. If you take pride in your work, thrive in a collaborative environment, and want the chance to contribute to a successful, growing business, this role is for you.Responsible for prospecting, soliciting, quoting, and procuring new business and renewals on an account basis. Cultivate new leads and sales opportunities, present proposals for insurance solutions, negotiate with potential clients, and close sales to achieve annual targets.Key Responsibilities
- Develop and nurture leads within the commercial insurance space
- Identify clients’ insurance needs and risk exposures (e.g., building owners, property managers, and small business owners)
- Prospect, solicit and place coverage for clients new to our office in order to meet New Business goals established on an annual basis. Expectations are that new clients will meet the quality or risk and underwriting criteria of our Insurer partner.
- Completion of the proper application for insurance, arranging and collecting payment as per corporate policy, and forwarding the application to the insurance company in order to effect or complete the binding of coverage in a timely manner.
- Gather and document relevant information to ensure client receives the appropriate coverage and service.
- Follow up with the client to ensure complete satisfaction and to finalize the sales process.
- In order to build a long term client base and portfolio, remain in contact with the client to maintain client’s ongoing satisfaction and to provide further coverage as required.
- Support clients with the claims process.
- Keep abreast of markets, new products, pricing, and opportunities.
- Attend sales meetings and networking events as required.
- Other duties as required by management.
- Sales experience
- Excellent customer service and sales skills
- Assertive, competitive, resilient and driven
- Strong written and verbal communication skills in English
- Excellent listening skills and attention to detail
- Proficient with computers and able to learn new software quickly
- Ability to work independently and adapt quickly
- Post-secondary certificate or diploma in Business or Business Administration
- Experience in commercial insurance or life and living benefit insurance
- Must have a drivers licence and an automobile – travel to client locations is required with paid mileage
- Must meet Desjardins’ onboarding requirements, including a background check, motor vehicle history, and credit check
- 3 weeks paid vacation
- A comprehensive compensation package and incentives that recognize strong performance
- Help with career growth through education assistance, mentorship and internal job opportunities
- Flexibility of hybrid work
We are sorry but this recruiter does not accept applications from abroad.