This is a great opportunity to join a well-established team of insurance professionals!
We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the Shuswap community. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive commission-based compensation plan, and perks such as reduced banking fees, comprehensive benefits, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.
As a Commercial Producer, you will actively manage and develop a portfolio of commercial insurance accounts and ensure businesses are covered for risks facing their operations. This role undertakes a variety of business development activities, including solving customer concerns to ensure retention of business and servicing customer accounts by identifying additional business opportunities.
What you’ll do:
- Develop and manage commercial accounts, actively seeking new business to meet sales targets by maintaining an active pipeline of prospects, generating leads from personal contacts, outbound calls, networking, customer referrals, and other sources.
- Profile customers to identify current and future needs, provide comprehensive insurance advice, prepare quotes, and sell commercial insurance to both new and existing customers.
- Work on multiple commercial coverage lines including property, general liability, packages, auto, business owner’s policies, directors and officers coverage, employment practices liability, errors and omissions, inland marine, and bonds.
- Meet with customers both in and outside of the office as necessary in order to build relationships, identify coverage needs, and make basic risk management recommendations.
- Utilize negotiating skills to find creative insurance solutions for complex risks.
- Prepare all related documentation for a portfolio of commercial customer requests including routine policy changes, additions, deletions, renewals, and cancellations.
- Respond to emergencies and assist customers with their claims while adhering to the appropriate follow-up procedures, ensuring accurate claims servicing.
- Follow up on commercial line referrals and facilitate referrals to relevant SASCU staff.
- Provide guidance to other insurance employees as required.
What you’ll bring:
- Level 2 General Insurance Agent’s License.
- CAIB, CIP, or FCIP designation and eligibility to act as Nominee.
- 5 years’ personal and commercial lines experience.
- Valid driver’s license and access to reliable transportation.
You’re perfect for this role if you have:
- Comprehensive understanding of all lines of insurance products and familiarity with risk management techniques.
- Proficient computer skills including Microsoft Office and agency management systems.
- Demonstrated results orientation in sales, service, and business development.
- Clear understanding of the industry, market conditions, and competition.
- Strong organizational skills, accuracy, and attention to detail.
- Excellent communication, interpersonal, and relationship building skills.
We invest in our employees by offering:
- A competitive commission-based compensation plan (base of $36,000 plus a percentage of revenues), and a pension plan with SASCU matching all funds.
- Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program.
- Flexible spending account for additional health and personal wellness activities and expenses.
- Flexible work arrangements and paid time off including vacation, medical/care time, personal days, and paid community volunteering.
- Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
- Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.
This is a full-time, Monday to Friday position. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know!
Our Commitment to Diversity and Inclusion:
SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.
A bit about SASCU:
SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 20,000 members, 165 staff, and $1 billion in assets. Learn more at www.sascu.com
The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.
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