Account Manager

mc farlane insurance agency; Whitby; On-site; CAD 40,000 - 60,000; Full time

Job summary

Desjardins is seeking an Insurance Account Representative to join an independent contractor team in Pickering, Ontario. The role emphasizes developing leads, assessing customer needs, and marketing appropriate insurance products.

The position prioritizes strong customer service, sales ability, and the capacity to present to potential clients while working with an agent to achieve marketing goals.

Qualifications

• Experience in hospitality and service.
• Sales experience (outside/inside/sales roles) preferred.
• Proven track record of meeting sales goals/quotas preferred.
• Excellent interpersonal and communication skills (written, verbal, listening).
• Proactive in problem-solving and dedicated to customer service.
• Ability to multi-task and present to potential customers.
• Property & Casualty license preferred or ability to obtain.

Responsibilities

• Develop leads, schedule appointments, identify needs, and market products and services.
• Provide prompt, accurate customer service: inquiries about insurance, coverages, billing, policy changes, claims, transfers.
• Work with the agent to meet marketing goals.

Skills

Hospitality experience

Sales experience

Meeting sales goals

Interpersonal skills

Communication skills

Problem solving

Customer service

Multi-tasking

Presentation ability

Property & Casualty license

Job description

Insurance Account Representative - Desjardins Agent Team Member

Location: Pickering, Ontario
Type: Full Time, Permanent

Position Overview: Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a Desjardins independent contractor agent may be the career for you!

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
• Work with the agent to establish and meet marketing goals.

• Experience in hospitality and service
• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• Proactive in problem-solving
• Dedicated to customer service
• Ability to multi-task
• Ability to make presentations to potential customers
• Property & Casualty license (preferred/must be able to obtain)

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.