Client Service Associate

Mike Francis - Desjardins Insurance Agent; Halton Hills; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading insurance agent is seeking an Insurance Account Representative to join their team in downtown Georgetown. The role involves generating leads and delivering exceptional customer service while meeting sales goals. Ideal candidates will possess strong communication skills and relevant sales experience, enhancing the agency's growth and offering potential for a rewarding career.

Qualifications

• Preferred outside or inside sales experience.
• Successful track record of meeting sales goals.
• Ability to make presentations to potential customers.

Responsibilities

• Develop leads, schedule appointments, and market products.
• Provide prompt, accurate, and friendly customer service.
• Work with the agent to meet marketing goals.

Skills

Sales experience

Interpersonal skills

Communication skills

Problem-solving

Customer service

Multi-tasking

Education

Property & Casualty license

LLQP license

Job description

Insurance Account Representative - Desjardins Agent Team Member

Location : Georgetown, ON

Type : Full Time

Position Overview :

A successful Desjardins Agent is seeking a qualified professional to join their busy office as Insurance Account Representative - Desjardins Agent Team Member in downtown Georgetown. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. If you currently hold the OTL and / or LLQP, bonus, and we would like to chat.

Responsibilities :

• 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.

Requirements :

• 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 and / or LLQP preferred

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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