Bilingual Insurance Account Representative

Annabella Bai - Desjardins Insurance Agent; Markham; On-site; CAD 45,000 - 55,000; Full time

Benefits offered by this job

Life and living benefit up to $200 per

Paid vacation

Health Plan

Job summary

Annabella Bai - Desjardins Insurance Agent in Markham, ON seeks an Insurance Account Representative to join the DesjardinsAgent Team. The role focuses on selling auto and property insurance to individuals and businesses, conducting needs assessments, and delivering tailored policy solutions.

Candidates must be self-motivated, compassionate, and accountable, fluent in English and Chinese, with an OTL license.

Qualifications

• Self-motivated and compassionate personality.
• Excellent written and verbal communication skills; active listening.
• Fluent in English and Chinese.

Responsibilities

• Selling auto and property insurance products to individual/business clients to meet Agency targets
• Complete personalized needs assessments for client
• Provide insurance advice and solutions to clients based on their needs and ensure clients are charged premiums that correspond with risks
• Focusing on meeting the needs of the personal market through the full suite of Desjardins Insurance auto and property insurance products
• Calculate premiums and establish payment method
• Deliver and explain policy to policyholders and to analyze insurance program and suggest additions or changes, or to change beneficiaries
• Ensure that policy requirements are fulfilled, including any necessary vehicle inspection and the completion of appropriate forms
• Maintain positive relationship with both existing and new clients

Skills

Self-motivated

Compassionate

Accountable

Excellent communication

Bilingual English/Chinese

Education

OTL license (exam pending)

Tools

Microsoft Office Suite

Job description

Insurance Account Representative - DesjardinsAgent Team Member

Location: MARKHAM, ON

Type: Full Time

Desjardins Insurance is a leading Canadian insurance provider that offers a wide range of insurance products and services to individuals and businesses. We are known for our commitment to personalized service, competitive rates, and innovative solutions to protect what matters most to our customers. Our Desjardins Insurance Agency located in Markham, Ontario is currently expanding and seeking multiple highly motivated and customer-oriented individuals to join our team as Insurance Account Representative.

Responsibility:

1. Selling auto and property insurance products to individual/business clients to meet Agency targets
2. Complete personalized needs assessments for client
3. Provide insurance advice and solutions to clients based on their needs and ensure clients are charged premiums that correspond with risks
4. Focusing on meeting the needs of the personal market through the full suite of Desjardins Insurance auto and property insurance products
5. Calculate premiums and establish payment method
6. Deliver and explain policy to policyholders and to analyze insurance program and suggest additions or changes, or to change beneficiaries
7. Ensure that policy requirements are fulfilled, including any necessary vehicle inspection and the completion of appropriate forms
8. Maintain positive relationship with both existing and new clients

Requirements:

1. Self-motivated
2. Compassionate
3. Accountable
4. OTL license (mustpass the exam before starting the position)
5. Excellent communication skills - written, verbal and listening
6. Basic Microsoft office skills
7. Must be fluent in both English and Chinese

Compensation:

1. Base salary: $50,000
2. Plus Commission
3. Plus Year end bonus
4. Life and living benefit up to $200/month after probation
5. Paid vacation
6. Health Plan

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.

Annabella Bai - Desjardins Insurance Agent