Insurance Account Representative

Berni Williams Insurance and Financial Services Inc.; Fredericton; On-site; CAD 40,000 - 60,000; Full time

Job summary

A growing insurance agency seeks an Insurance Account Representative to join their team in Fredericton, Canada. This role involves developing leads, providing excellent customer service, and communicating insurance products effectively. Candidates should have a sales background, strong communication skills, and problem-solving abilities. The agency supports career growth with additional training and licensing opportunities.

Benefits

Agency paid additional licensing courses

Career advancement and personal development

Qualifications

• Sales experience (outside/inside sales, retail or telemarketing) preferred.
• Ability to make presentations to potential customers.
• Property & Casualty license preferred or must be able to obtain.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Provide prompt, accurate, and friendly customer service.
• Effectively communicate insurance products to clients.

Skills

Sales experience

Excellent communication skills

Interpersonal skills

Problem-solving

Multi-tasking

Job description

Insurance Account Representative - Berni Williams Insurance Agent Team Member

Type : Full Time

Position Overview :

Join our Desjardins Agency, where we value hard work, determination, and enhancing our clients' lives. We are seeking to expand our trusted, top-producing team. If you're ambitious, sales-focused, and dedicated to customized service, we want to hear from you!

Help us support our clients and community in protecting what matters most and recovering from life's unexpected challenges.

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.
• Effectively communicate insurance products to clients.
• 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.
• Property & Casualty license (preferred / must be able to obtain).

Benefits of working with us :

• Environment focused on career advancement and personal development.
• Agency paid additional licensing courses and exams to further your career.

If you're ready to make a difference in our clients' lives, apply today! We look forward to welcoming you to our team.