Sales Agent - Business Insurance

SALES AGENT – BUSINESS INSURANCE

Office: All

Department: Business Insurance

Position Type: Permanent / Full-time

Under the supervision of a Unit Director, the incumbent is responsible for sales and development of business insurance. His/her activities must be in line with the strategic orientations, business objectives, operating systems, standards and procedures of the company.

MAIN RESPONSIBILITIES

• Answer incoming client and prospect calls to advise them on products;
• Provide high-quality customer service while meeting sales targets;
• Assess risks and identify specific client needs;
• Propose personalized insurance solutions based on the specifics of each business (industry, size, specific risks, etc.);
• Create and update client files in ÉPIC;
• Issue temporary policy notices, if applicable;
• Establish payment options for premiums and ensure their collection within established deadlines;
• Ensure compliance of contractual documents;
• Request quotes from insurers, follow up, analyze and negotiate the conditions presented by insurers;
• Perform solicitation and prospecting activities during slower periods;
• Develop a network of contacts to facilitate the development of new clients;
• Anticipate and identify growth opportunities;
• Meet monthly and annual sales targets set by management;
• Adhere to the philosophy of cross-selling between departments;
• Perform all other related tasks.

POSITION REQUIREMENTS

• A.E.C. or D.E.C. in property and casualty insurance or equivalent;
• License as a Property and Casualty Insurance Broker for Businesses (AMF);
• Minimum of 1 year of experience in sales and customer service in insurance;
• Minimum of 6 months of experience in business insurance;
• Good knowledge of the main office productivity tools (Microsoft Office Suite) and the software used in the company;
• Knowledge of the main systems of insurers;
• Ability to adapt to new technologies;
• Customer service-oriented, opportunity development and goal achievement;
• Excellent sales, negotiation and persuasion skills;
• Ability to work in a team;
• Creativity, innovation and curiosity;
• Good autonomy and organizational skills;
• Problem-solving and priority management-oriented;
• Excellent communication skills in French, both oral and written;
• Proficiency in English, both verbal and written, is required daily to respond to calls and emails from anglophone clients, suppliers and partners.