Account Manager

Liz Foxall - Desjardins Insurance Agent

Kitchener

On-site

CAD 50,000 - 55,000

Full time

11 days ago

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Benefits offered by this job

Uncapped commission
Bonus structure
3 weeks vacation
Tech package
Licensing support
Career development

Job summary

Liz Foxall - Desjardins Insurance Agent in Kitchener seeks an Insurance Account Manager to service an existing book of business, including auto, home, commercial and life lines. You will build relationships, identify cross-sell/up-sell opportunities, and guide clients to appropriate coverage while meeting targets.

This on-site role offers a base salary with uncapped commission, a supportive team environment, and ongoing training to advance licensing and career growth within the Desjardins

Qualifications

  • Requires OTL/RIBO (P&C) license or ability to obtain.
  • LLQP license or ability to obtain.
  • Experience in insurance sales, brokerage, or customer service preferred.
  • Strong communication and relationship-building skills.
  • Proven ability to meet sales targets or KPIs.
  • Self-motivated with a results-driven mindset.
  • Ability to work independently and in a team.

Responsibilities

  • Provide exceptional service to existing auto, home, commercial and life clients.
  • Grow and manage a portfolio of insurance accounts.
  • Identify cross-sell and upsell opportunities and conduct reviews.
  • Sell insurance products to new and existing clients.
  • Conduct needs assessments and recommend coverage.
  • Meet or exceed sales targets and retention goals.
  • Maintain accurate client records and ensure compliance.
  • Stay updated on products, trends, and regulations.

Skills

Customer service
Relationship-building
Sales targets
Team collaboration
Self-motivated
Communication skills

Education

OTL/RIBO license (Property & Casualty)
LLQP license (Life Insurance)

Job description

Insurance Account Manager (OTL/RIBO/LLQP)

Location: 1950 Fischer Hallman Rd, Kitchener ON
Type: Full Time - Permanent

About the Role:

We're hiring a Client-Focused Insurance Account Manager to join our team in Kitchener. This role is ideal for someone who excels in customer service, relationship management, and insurance sales. You'll work with an existing book of business, helping clients with their insurance needs while identifying opportunities to grow coverage through cross-selling and upselling. If you're an outgoing professional who enjoys building relationships and driving results, this is a strong opportunity to grow your career in insurance.

Key Responsibilities:
  • Provide exceptional customer service to existing clients (auto, home, commercial and life insurance)

  • Manage and grow a portfolio of insurance accounts

  • Identify opportunities for cross-sell, upsell, and policy reviews

  • Sell insurance products to new and existing clients

  • Conduct needs assessments and recommend appropriate coverage

  • Meet or exceed sales targets and retention goals

  • Maintain accurate client records and follow compliance standards

  • Stay up to date with insurance products, industry trends, and regulations

Qualifications:
  • OTL or RIBO license (Property & Casualty Insurance) - required or ability to obtain

  • LLQP license (Life Insurance) - required or ability to obtain

  • Experience in insurance sales, brokerage, or customer service preferred

  • Strong communication and relationship-building skills

  • Proven ability to meet sales targets or KPIs

  • Self-motivated with a results-driven mindset

  • Ability to work both independently and within a team

Compensation & Benefits:
  • Base salary of $50,000 - $55,000 (based on experience and licensing)

  • Uncapped commission + bonus structure

  • 3 weeks paid vacation

  • Company provided tech package (cell phone & laptop) to help support your success
  • Ongoing insurance training, licensing support, and career development

Why Join Our Team?
  • Established client base

  • Strong emphasis on customer retention and relationship management

  • Opportunity to grow within a high-performing, award-winning team

  • Build a long-term, rewarding career in insurance sales and client service

  • Access to ongoing training, development, and support to help you succeed and grow
  • Backed by the strength of the Desjardins brand - one of Canada's most recognized and trusted financial service providers in the industry

Check us out on Google to see what our clients have to say about our award-winning team!

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents' employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

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