Insurance Account Representative

Corey Scales - Desjardins Insurance Agent; Edmonton; On-site; CAD 40,000 - 60,000; Full time

Job summary

A successful Desjardins Agent is looking for an Insurance Account Representative to join their team. This role involves developing leads, providing customer service, and meeting marketing goals. Ideal candidates should have sales experience and excellent communication skills, with a focus on customer satisfaction and problem-solving.

Qualifications

• Sales experience preferred, ideally in outside or inside sales.
• Excellent communication and interpersonal skills are essential.

Responsibilities

• Develop leads, schedule appointments, and market products.
• Provide accurate and friendly customer service.

Skills

Sales experience

Interpersonal skills

Communication skills

Problem-solving

Customer service

Multi-tasking

Education

Property & Casualty license

LLQP

Job description

Insurance Account Representative - Desjardins Agent Team Member

Location : Type : Full Time

Position Overview :

A successful Desjardins Agent is seeking a qualified professional to join a winning team for the role of Insurance Account Representative - Desjardins Agent Team Member. Ideally, you are 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.

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 LLQP (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.

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