Insurance Account Representative

Corey Scales - Desjardins Insurance Agent; Edmonton; On-site; CAD 42,000 - 54,000; Full time

Job summary

Desjardins Insurance Agent is seeking a motivated Customer Service Representative to join their team and drive growth through value-based conversations and exceptional customer experience. The role emphasizes helping clients with insurance needs in a fast-paced environment and offers opportunities for income growth.

The position is with an independent contractor agent within the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries.

Qualifications

• Sales experience preferred
• Track record of meeting sales goals/quotas preferred
• Excellent interpersonal skills
• Excellent written, verbal and listening communication skills
• Proactive in problem-solving
• Dedicated to customer service
• Ability to multi-task
• Ability to make presentations to potential customers
• General Level 1 License
• LLQP (but be willing to obtain)

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.

Skills

Sales experience

Interpersonal skills

Communication skills

Multi-tasking

Presentation skills

General Level 1 License

LLQP (willing to obtain)

Education

General Level 1 License

LLQP

Job description

Customer Service Representative - Desjardins Insurance Agent Team Member

Location:
Type: Full Time

Position Overview:
Successful Desjardins Insurance Agent is seeking a qualified professional to join their winning team for the role ofCustomer Service Representative. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

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
• General Level 1 License
• LLQP (but be willing 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.