Insurance Account Manager

Lorrie Howe - Desjardins Insurance Agent; Toronto; On-site; CAD 40,000 - 65,000; Full time

Job summary

A successful Desjardins Agent is looking for an Insurance Account Representative to enhance customer experience and grow the business. This role requires a motivated self-starter who excels in a fast-paced environment, engaging customers through effective communication and sales techniques.

Qualifications

• Sales experience preferred (retail, telemarketing, etc.).
• Track record of meeting sales goals/quotas.
• Excellent communication skills - written, verbal, listening.

Responsibilities

• Develop leads, schedule appointments, and identify customer needs.
• Provide prompt and friendly customer service.
• Work with the agent to establish and meet marketing goals.

Skills

Interpersonal skills

Communication skills

Problem-solving

Multi-tasking

Education

Property & Casualty license

Job description

Insurance Account Manager - Desjardins Agent Team Member

Location : Etobicoke, Ontario

Type : Full Time

Position Overview :

A successful Desjardins Agent is seeking a qualified professional to join a winning team for the role of Insurance Account Representative - Desjardins Agent 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 (preferred / must be able to obtain)

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.

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