Insurance Account Representative

Jasmine Mackey - Desjardins Agent Intern; Bancroft; On-site; CAD 40,000 - 60,000; Full time

Job summary

A growing insurance agency in Bancroft is seeking a motivated Insurance Account Representative to join their team. The successful candidate will be tasked with developing leads, providing excellent customer service, and building strong client relationships. Applicants should have sales experience and strong communication skills, with a dedication to customer service. This position offers the opportunity to grow alongside an experienced team.

Qualifications

• Sales experience preferred (inside/outside sales, retail associate, telemarketing).
• Track record of meeting sales goals preferred.
• Excellent interpersonal and communication skills required.

Responsibilities

• Develop leads and market appropriate products.
• Provide prompt and accurate customer service.
• Build strong relationships with clients.

Skills

Sales experience

Excellent communication skills

Proactive problem-solving

Customer service dedication

Ability to multi-task

Education

Property & Casualty license

Life Insurance Licence

Job description

Job Description

Job Description

Insurance Account Representative - DesjardinsAgent Team Member

Location : Bancroft

Type : Full Time- In Office

Position Overview : Future Opening- Join a growing Desjardins Agency Team

Are you passionate about helping others and driven by achieving results? We’re looking for a motivated Insurance Account Representative to join our new team. This role offers a unique opportunity to grow with the new agent and work along side experienced professionals. If your ready to take initiative, grow your career and help people protect what matters most, we want to hear from you.

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.
• Build and maintain strong, long-lasting relationships with clients.
• Contribute to achieving agency goals and team success.
• Continuously learn and adapt to fast paced, evolved industry.

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 active 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 Insurance Licence (Preferred / must be able to obtain)

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. Accommodations are available upon request for applicants in all aspects of the recruitment process .