Insurance Account Representative

Jennifer Hunt - Desjardins Insurance Agent; Barrie; Presencial; CAD 42 000 - 68 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive compensation

Professional growth opportunities

Supportive workplace

Resumo da oferta

Desjardins Agent Team in Barrie, Ontario, seeks an Insurance Account Representative who thrives on building relationships and delivering outstanding service. You will connect with prospective customers, assess insurance needs, and recommend suitable products to ensure a positive client experience.

The role emphasizes generating leads, meeting sales targets, and supporting marketing efforts alongside the agent. Licensing is preferred but not required at interview time.

Qualificações

• Previous sales experience preferred, including inside sales, outside sales, retail sales, or telemarketing.
• A demonstrated ability to meet sales targets or quotas is an asset.
• Strong interpersonal, written, verbal, and active listening skills.
• OTL, RIBO, or LLQP licensing is preferred but not required at the time of interview.
• An OTL licence must be obtained before the start date, at the applicant’s expense, with reimbursement after meeting criteria.
• Proficiency in Microsoft Office.
• Ability to collaborate effectively within a team environment.
• A valid driver’s licence is required.
• Successful candidates will be required to complete criminal record and consumer history background checks.

Responsabilidades

• Generate new business opportunities by developing leads, contacting prospective customers, and scheduling appointments.
• Build relationships with customers, identify their needs, and recommend appropriate insurance products and services.
• Deliver prompt, accurate, and friendly customer support by responding to questions about insurance availability, eligibility, coverage options, policy changes, transfers, claims submissions, and billing.
• Work closely with the agent to support marketing initiatives, achieve sales targets, and contribute to business growth.
• Help maintain a positive customer experience through effective communication, follow-up, and problem-solving.

Conhecimentos

Sales experience

Interpersonal skills

Written communication

Verbal communication

Active listening

Organizational skills

Presentation skills

Team collaboration

Problem-solving

Formação académica

Insurance licensing (OTL/RIBO/LLQP) preferred

Microsoft Office

Ferramentas

Microsoft Office

Descrição da oferta de emprego

Insurance Account Representative – Desjardins Agent Team Member

Location: Barrie, Ontario
Job Type: Full-Time

About the Opportunity

Are you a people person who enjoys building relationships, helping customers, and finding solutions to meet their needs? Do you have an interest in sales and customer service?

A Desjardins independent contractor agent is looking for a motivated and customer-focused Insurance Sales & Customer Service Representative to join their team in Barrie. In this role, you will connect with prospective customers, understand their insurance needs, recommend suitable products and services, and help deliver a positive customer experience.

If you are proactive, enjoy working toward goals, and thrive in a team-oriented environment, this could be an excellent opportunity to grow your career in the insurance industry.

Key Responsibilities

• Generate new business opportunities by developing leads, contacting prospective customers, and scheduling appointments.

• Build relationships with customers, identify their needs, and recommend appropriate insurance products and services.

• Deliver prompt, accurate, and friendly customer support by responding to questions about insurance availability, eligibility, coverage options, policy changes, transfers, claims submissions, and billing.

• Work closely with the agent to support marketing initiatives, achieve sales targets, and contribute to business growth.

• Help maintain a positive customer experience through effective communication, follow-up, and problem-solving.

Qualifications and Requirements

• Previous sales experience is preferred, including inside sales, outside sales, retail sales, or telemarketing.

• A demonstrated ability to meet sales targets or quotas is an asset.

• Strong interpersonal, written, verbal, and active listening skills.

• A proactive approach to problem-solving and customer service.

• Excellent organizational skills and the ability to manage multiple tasks effectively.

• Confidence in presenting products and services to prospective customers.

• OTL, RIBO, or LLQP licensing is preferred but not required at the time of interview.

• An OTL licence must be obtained before the start date, at the applicant’s expense, with reimbursement available after meeting the employer’s established employment criteria.

• Proficiency in Microsoft Office.

• Ability to collaborate effectively within a team environment.

• A valid driver’s licence is required.

• Successful candidates will be required to complete criminal record and consumer history background checks as a condition of employment.

Why Join Our Team?

• Competitive compensation: Base salary plus commissions and bonuses.

• Professional growth: Opportunities to develop your insurance knowledge and sales skills.

• Supportive workplace: Join a collaborative team that values customer service, teamwork, and shared success.

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.