Fiscaliste bilingue - Télétravail (Bilingual Tax Expert)

Intuit, Inc.; Markham; Remote; CAD 42,000 - 62,000; Full time

Benefits offered by this job

Plus Year end bonus

Life and living benefit

Job summary

Desjardins Insurance Agency in Markham, Ontario is seeking a motivated Insurance Account Representative to join its team on a full-time basis. The role involves selling auto and property insurance, conducting needs assessments, and delivering tailored insurance solutions to clients.

The successful candidate will be fluent in English and Chinese, possess an OTL license, and demonstrate excellent communication and basic Microsoft Office skills.

Qualifications

• Must be self-motivated and accountable.
• Fluent in English and Chinese with strong communication skills.
• Proficiency in basic Microsoft Office applications.

Responsibilities

• Sell auto and property insurance to individuals and businesses.
• Complete personalized needs assessments for clients.
• Provide insurance advice and solutions based on client needs and risk.
• Explain policy terms and assist with premium calculations and payments.
• Maintain relationships with existing and new clients and handle policy changes.

Skills

Self-motivated

Accountable

Fluent English and Chinese

Excellent communication

Education

OTL license (must pass exam)

Tools

Microsoft Office

Job description

Insurance Account Representative - Desjardins Agent 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:

• 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

Requirements:

• Self-motivated


• Accountable


• OTL license (must pass the exam before starting the position)


• Excellent communication skills - written, verbal and listening


• Basic Microsoft office skills


• Must be fluent in both English and Chinese

Compensation:

• Plus Year end bonus


• Life and living benefit up to $200/month after probation


• Paid vacation


• 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.