Insurance Account Pro — Grow & Serve Clients

Shawn Bishundat - Desjardins Agent Intern; Sarnia; On-site; CAD 45,000 - 65,000; Full time

Job summary

The Personal Insurance Company is seeking an Insurance Account Representative to join the Desjardins Agent team in Sarnia, ON. The role focuses on developing leads, assessing customer needs, and marketing suitable insurance products while delivering exceptional service.

Training and licensing are provided for up to 90 days, with potential for employment with an independent contractor for Desjardins Agent upon successful completion.

Qualifications

• Sales experience in retail, outside or inside sales, or telemarketing.
• Proven ability to meet sales goals or quotas.
• Excellent interpersonal and communication skills (written and verbal).
• Proactive problem-solving and customer-focused approach.
• Ability to deliver presentations to potential customers.
• Property & Casualty license preferred or able to obtain.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market products and services.
• Provide prompt, accurate customer service including inquiries on insurance, coverages, changes, transfers, and billing.
• Assist agent to establish and meet marketing goals.

Skills

Sales experience

Interpersonal skills

Communication skills

Problem solving

Customer service

Multitasking

Presentation skills

Licensing

Job description

The Personal Insurance Company is seeking an Insurance Account Representative to join the Desjardins Agent team in Sarnia, ON. The role focuses on developing leads, assessing customer needs, and marketing suitable insurance products while delivering exceptional service.

Training and licensing are provided for up to 90 days, with potential for employment with an independent contractor for Desjardins Agent upon successful completion.