Insurance Account Manager

Kevin Huang - Desjardins Insurance Agent; Hamilton; In loco; CAD 55.000 - 75.000; Tempo pieno

Descrizione del lavoro

Kevin Huang - Desjardins Insurance Agent in Hamilton, ON is hiring an Insurance Account Manager to join the DesjardinsAgent Team Member. Full-time position with a focus on growing the book of business through value-based conversations and an exceptional customer experience.

Responsibilities include lead development, needs analysis, and servicing inquiries related to insurance products.

Competenze

• Sales experience and track record of meeting goals
• Excellent interpersonal and communication skills
• Ability to build relationships with clients
• Willingness to obtain required insurance license if not held

Mansioni

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Provide prompt, accurate, and friendly customer service for inquiries about insurance availability, coverage, policy changes, transfers, claims and billing.
• Work with the agent to establish and meet marketing goals.

Conoscenze

Interpersonal skills

Communication skills

Sales experience

Problem solving

Customer service

Presentation skills

Multitasking

Second language

Self-motivated

Formazione

OTL or RIBO license (preferred/must obtain)

Post-secondary education in marketing, sales, insurance or finance

Descrizione del lavoro

Insurance Account Manager - DesjardinsAgent Team Member

Location: Hamilton - Stoney Creek
Type: Full Time

Position Overview:
A successful DesjardinsAgent is seeking a qualified professional to joina winning team for the role of Insurance Account Manager - DesjardinsAgent 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 OTL or RIBO (preferred/must be able to obtain)
• Post secondary education in marketing, sales, insurance or finance preferred
• Ideal 30-minute or less commute to the office
• Second language proficiencywould be an asset

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.