Client service consultant

• Having the Personal lines Damage Insurance Licence delivered by l’Autorité des marchés financiers du Québec (AMF) is an asset.

Company: CGIC

Department:
Retail Sales

Employment Type:

Regular Full-Time

Work Model:
Hybrid

Language:
French is required, English is an asset.

Additional Information:
This/these role(s) is/are currently vacant

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.

As the Client service consultant in one of our locations in Quebec (Beauport, Caplan, Gatineau, St-Eustache, St-Jérôme, Laval, Kirkland, Warwick et Brossard), you will consistently attract new business, meet or exceed sales targets and provide excellent client care. You will play a fundamental role in supporting and developing agency/call centre operations through prospecting, client contacts and sales activities, with a focus on Auto and Property insurance.

• 450 hours of training in personal property and casualty insurance
• A work/study balance
• A minimum admission requirement of Secondary 5 only

• Selling auto and property insurance to clients by identifying insurance needs, proactively building a network that cultivates sales opportunities and responding to cross-channel leads in a timely fashion.
• Applying appropriate underwriting guidelines within current binding authority levels, providing quotes and upselling and cross-selling other product lines through referrals.
• Contributing to the overall sales growth plan by achieving individual sales, quality and productive goals.
• Providing exceptional client service through responding to client inquiries and concerns, resolving complaints and escalating matters appropriately.
• Maintaining client retention by supporting referrals and effectively communicating, listening and negotiating with clients who inquire about cancellation.
• This position supports primarily non-French speaking clients located inside and/or outside of Québec and requires proficiency in English on a regular basis. The essential non-French duties are not assignable to adjacent or other team members.

• Having one year of experience in an office environment is an asset.
• You have some post‑secondary education.
• Having knowledge of underwriting practices and home and auto insurance products is an asset.
• Having the Personal lines Damage Insurance Licence delivered by l’Autorité des marchés financiers du Québec (AMF) is an asset.
• Proficiency in French is essential to the main duties in this role, including servicing and communicating primarily with majority francophone clients, groups, teams. The essential non-English duties are not assignable to adjacent or other team members.

• You influence change and are committed to continuous improvement, in order to 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 our peers.

• You will be…