Company: CGIC
Department: Retail Sales
Employment Type: Regular Full-Time
Work Model: Hybrid (2 days in office)
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 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 a Personal Lines Support Representative, you will be responsible for providing assistance and guidance to Retail Sales staff regarding home and auto insurance products. You will assist with front line underwriting and make recommendations on applicable coverages within risk selection guidelines.
How you will create impact:
- Answer and effectively handle inbound calls in a timely manner to ensure performance benchmarks are met.
- Maintain knowledge of current guidelines and processes.
- Answer general questions and offer guidance to retail sales staff/employees regarding home and auto insurance products.
- Assist in the navigation and interpretation of the risk selection manual, policy wordings, endorsements, coverages, exclusions, MVR results, Autoplus reports, and claims history.
- Complete accurate documentation of interactions with callers.
- Provide support to internal business partners with off-queue work, as required.
- Assist in the mentoring and peer advising within the department.
To join our team:
- You have two years of experience in front lines sales and service of P&C products or underwriting.
- You have working knowledge of personal lines policy wordings, endorsements, underwriting manuals, tools, products, and systems.
- You have a strong understanding of insurance concepts, risk assessments, and industry regulatory issues.
- You have a post-secondary education.
- You have or are actively working towards the Chartered Insurance Professional (CIP) designation.
- This position primarily works with majority non-francophone groups, and teams located outside of Québec, and requires proficiency in English. The essential non-French duties are not assignable to adjacent or other team members.
How you will succeed:
- 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.
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.
Salary information
“Expected salary/hourly range $43,550 - $72,583 (min-max, full range)
Salary placement
“The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.”
Incentive/Variable pay
“Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.”
Skills Required
- Two years of experience in front lines sales and service of P&C products or underwriting
- Working knowledge of personal lines policy wordings, endorsements, underwriting manuals, tools, products, and systems
- Strong understanding of insurance concepts, risk assessments, and industry regulatory issues
- Post-secondary education
- CIP designation or actively working towards it
What We Do
As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations. We are governed by member organizations, including co-operative organizations, credit union centrals and representative farm organizations. We are rooted in the idea that together, we are stronger, safer, and more resilient. Our vision to be a catalyst for a sustainable society is reflected in everything we do, including our community investment programs, strategic partnerships, and active volunteerism. We champion and fund the development of community-oriented co-operatives and social enterprises, invest for positive impact, and work hard to contribute to communities across Canada by supporting financial literacy, mental health, flood safety, and sustainability initiatives and programming. With over 600 locations across the country, over 6,000 employees and a dedicated financial advisor network of over 2,500 licensed insurance representatives, we remain true to our roots: putting the needs of our clients and our communities first. Our response to COVID-19 As an essential service, we took immediate steps to ensure the health and safety of our people, clients, and communities. We’re following the direction of Health Canada as we roll out a phased return to corporate and local offices across the country. If you have applied for a posted role, a recruiter will be in touch with an update. Currently, all interviews are being conducted remotely.
