Insurance Account Representative

Trina Owens - Desjardins Insurance Agent; Ajax; On-site; CAD 60,000 - 80,000; Full time

Job summary

An independent insurance agency in Ontario is seeking a customer-focused individual for a full-time position. The role involves developing leads, providing excellent customer service, and working with the agent to meet marketing goals. Candidates with sales experience and strong communication skills are encouraged to apply.

Qualifications

• Experience in hospitality is an asset.
• Strong track record of meeting sales goals.
• Ability to make presentations to potential customers.

Responsibilities

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

Skills

Interpersonal skills

Communication skills

Problem-solving

Customer service commitment

Sales experience

Education

Property & Casualty license

Job description

Overview

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 contractor agent may be the career for you!

Location: Owens Insurance and Financial Services Inc. 1885 Clements Rd, Suite 222. Pickering, Ontario L1W 3V4

email -

phone

Type: Full Time

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.

Qualifications

• Experience in hospitality is an asset
• 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.