Bilingual Insurance Account Specialist - Auto & Property

Annabella Bai - Desjardins Insurance Agent; Markham; Sur place; CAD 45 000 - 55 000; Plein temps

Avantages offerts par ce poste

Life and living benefit up to $200 per

Paid vacation

Health Plan

Résumé du poste

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.

Responsabilités

• 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

Connaissances

Self-motivated

Compassionate

Accountable

Excellent communication

Bilingual English/Chinese

Formation

OTL license (exam pending)

Outils

Microsoft Office Suite

Description du poste

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.