Insurance Account Representative

Corey Scales - Desjardins Insurance Agent; Edmonton; On-site; CAD 40,000 - 55,000; Full time

Job summary

A successful independent Desjardins Insurance Agent is seeking a motivated Customer Service Representative to join their team. This role involves providing exceptional customer service, developing leads, and achieving sales goals, all in a fast-paced environment. Ideal candidates should have sales experience and excellent communication skills, with the opportunity for career growth and excellent income potential.

Qualifications

• Sales experience preferred (outside/inside sales, retail, telemarketing).
• Successful track record of meeting sales goals/quotas.
• Dedicated to excellent customer service.

Responsibilities

• Develop leads and schedule appointments to identify customer needs.
• Provide prompt and accurate customer service for policy inquiries.
• Work with the agent to establish and meet marketing goals.

Skills

Interpersonal Skills

Communication Skills

Problem Solving

Multi-tasking

Education

General Level 1 license

Life license (willingness to obtain)

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 of Customer 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 and must be willing to obtain Life license

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.

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