Insurance Account Manager

Patricia Velasco Insurance & Financial Services Ltd; Oakville; On-site; CAD 60,000 - 80,000; Full time

Job summary

An independent insurance agency is seeking an energetic Insurance Account Manager to join the Desjardins Agent Team. This role focuses on developing leads and providing excellent customer service for insurance products such as Home, Auto, Life, and Commercial Insurance. Candidates should have LLQP certification and strong interpersonal skills. A competitive compensation package, including salary and commission, is offered.

Benefits

Competitive compensation package

Vacation and personal days

Benefits

Qualifications

• Sales experience in outside or inside sales is preferred.
• Successful track record of meeting sales goals or quotas preferred.
• Ability to multi-task and work in a team environment.

Responsibilities

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

Skills

Excellent interpersonal skills

Excellent communication skills

Proactive in problem-solving

Time management skills

Education

LLQP Certification

Property & Casualty license

Job description

Overview

Insurance Account Manager - Desjardins Agent Team Member

Location : Mississauga

Type : Full Time

Position Overview: Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a Desjardins independent agent may be the career for you!

We seek an energetic Insurance Account Manager 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 uncapped 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.
• Provide Home, Auto, Life and Commercial Insurance Solutions for clients

Qualifications

• LLQP
• Property & Casualty license (preferred / must be able to obtain)
• 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 and work in a team environment
• Ability to make presentations to potential customers
• Time management skills

Compensation

Competitive compensation package with salary, uncapped commission, vacation and personal days, benefits.

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 agent’s employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.