Insurance Account Manager

Desjardins Agent Intern - Richmond Hill; Vaughan; On-site; CAD 46,000 - 53,000; Full time

Job summary

A leading insurance agency is seeking an Insurance Account Manager to drive growth through customer relationship-building and tailored insurance solutions. In this full-time role, the candidate will be instrumental in lead development, providing excellent customer service, and must be dedicated to achieving sales goals. Ideal candidates will have experience in sales, strong communication skills, and a commitment to customer satisfaction, ideally with the ability to obtain necessary licenses.

Benefits

Accommodations available for applicants with disabilities

Training and licensing program provided

Qualifications

• Sales experience preferred, either outside or inside sales.
• Track record of meeting sales goals.
• Fluency in both English and Chinese is an asset.

Responsibilities

• Develop leads, schedule appointments, and market products.
• Provide customer service and respond to inquiries.
• Work with the agent to meet marketing goals.

Skills

Interpersonal skills

Communication skills

Problem-solving

Customer service

Multi-tasking

Presentation skills

Fluency in English and Chinese

Education

Property & Casualty license

Life License (LLQP)

Job description

Insurance Account Manager - DesjardinsAgent Team Member

Type : Full Time

Position Overview :

Are you a motivated individual with a passion for sales and customer service? We are seeking a dynamic Insurance Account Manager to join our Desjardins Agent’s team. In this role, you will be instrumental in growing the agency by developing new leads, building strong customer relationships, and delivering tailored insurance solutions.

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)
• Life License (LLQP) (preferred / must be able to obtain)
• fluent in both English and Chinese (asset)

Base Salary : $46,000+ per year based on experience

You will be hired to work at The Personal Insurance Company (“The Personal”) for a period of up to 90 days to allow you to complete training and licensing. If training and licensing are successfully completed, you will be considered for employment with an independent contractor, Desjardins Agent.

We welcome applications from people with disabilities. Accommodation is available upon request for applicants in all aspects of the recruitment process .

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Insurance Account Manager • Vaughan, Ontario, Canada