Insurance Account Manager

Liz Foxall - Desjardins Insurance Agent; Kitchener; On-site; CAD 50,000 - 55,000; Full time

Benefits offered by this job

Tech package (cell phone & laptop)

Job summary

Desjardins Insurance Agent in Kitchener is seeking an Insurance Account Manager to service an existing client book and grow coverage through cross-sell and upsell. You will advise on needs and build lasting client relationships while driving sales and retention.

The role emphasizes strong customer service, regulatory compliance, and staying current with insurance products and trends in a collaborative, award-winning Desjardins network.

Qualifications

• Licenses OTL/RIBO and LLQP required or ability to obtain.
• Experience in insurance sales, brokerage or customer service preferred.
• Base salary of $50,000–$55,000 with uncapped commission and bonus.

Responsibilities

• Provide exceptional service to existing auto, home, commercial and life clients.
• Manage and grow a portfolio of insurance accounts.
• Identify opportunities for cross-sell and upsell and conduct policy reviews.
• Sell insurance products to new and existing clients.
• Meet sales targets and retention goals; maintain accurate client records.

Skills

Communication skills

Relationship-building

Sales targets

Independent & team work

Customer service experience

Education

OTL/RIBO License

LLQP License

Job description

Insurance Account Manager (OTL/RIBO/LLQP)

We’re hiring a Client-Focused Insurance Account Manager to join our team in Kitchener. This role is ideal for someone who excels in customer service, relationship management, and insurance sales. You’ll work with an existing book of business, helping clients with their insurance needs while identifying opportunities to grow coverage through cross-sell and upselling. If you’re an outgoing professional who enjoys building relationships and driving results, this is a strong opportunity to grow your career in insurance.

Key Responsibilities

• Provide exceptional customer service to existing clients (auto, home, commercial and life insurance)
• Manage and grow a portfolio of insurance accounts
• Identify opportunities for cross-sell, upsell, and policy reviews
• Sell insurance products to new and existing clients
• Conduct needs assessments and recommend appropriate coverage
• Meet or exceed sales targets and retention goals
• Maintain accurate client records and follow compliance standards
• Stay up to date with insurance products, industry trends, and regulations

Qualifications

• OTL or RIBO license (Property & Casualty Insurance) – required or ability to obtain
• LLQP license (Life Insurance) – required or ability to obtain
• Experience in insurance sales, brokerage, or customer service preferred
• Strong communication and relationship-building skills
• Proven ability to meet sales targets or KPIs
• Self-motivated with a results-driven mindset
• Ability to work both independently and within a team
• Base salary of $50,000 - $55,000 (based on experience and licensing)
• Uncapped commission + bonus structure

• Company provided tech package (cell phone & laptop) to help support your success

Ongoing insurance training, licensing support, and career development

Why Join Our Team?

• Strong emphasis on customer retention and relationship management
• Opportunity to grow within a high-performing, award-winning team
• Build a long-term, rewarding career in insurance sales and client service
• Access to ongoing training, development, and support to help you succeed and grow
• Backed by the strength of the Desjardins brand - one of Canada’s most recognized and trusted financial service providers in the industry

Check us out on Google to see what our clients have to say about our award-winning team!

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.