Insurance Account Manager

Patricia Velasco Insurance & Financial Services Ltd; Oakville; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading insurance firm is seeking an Insurance Account Manager to join their Desjardins Agent Team. The role involves developing client relationships, providing exceptional customer service, and marketing various insurance products. This is a full-time position offering competitive pay, uncapped commissions, and diverse benefits.

Benefits

Competitive compensation package

Vacation and personal days

Benefits

Qualifications

• Experience in sales preferred (outside or inside sales).
• Track record of meeting sales goals preferred.
• Ability to make presentations to potential customers.

Responsibilities

• Develop leads and schedule appointments with clients.
• Provide customer service and clarify policy information.
• Work with the agent to meet marketing goals.

Skills

Customer service

Sales

Communication

Problem-solving

Time management

Education

LLQP certification

Property & Casualty license

Job description

Insurance Account Manager - Desjardins Agent Team Member

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 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 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.

Requirements :

• LLQP certification.
• 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.

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.