Insurance Account Representative

Berni Williams Insurance and Financial Services Inc.; Fredericton; On-site; CAD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking an outgoing and customer-focused Insurance Account Representative. In this engaging role, you will develop leads, schedule appointments, and provide exceptional service to clients regarding their insurance needs. The ideal candidate will possess strong sales experience and excellent communication skills, ensuring that customer inquiries are handled promptly and effectively. Join a dynamic team where your contributions will help shape the future of insurance services and make a positive impact on clients' lives. If you are passionate about helping others and thrive in a fast-paced environment, this opportunity is perfect for you!

Qualifications

• Sales experience in retail or telemarketing is preferred.
• Excellent communication and interpersonal skills are essential.

Responsibilities

• Develop leads and schedule appointments to meet customer needs.
• Provide friendly customer service and respond to inquiries.

Skills

Sales Experience

Interpersonal Skills

Communication Skills

Problem-Solving

Multi-tasking

Education

Property & Casualty License

Job description

Insurance Account Representative - Berni Williams Insurance Agent Team Member

Location: Fredericton, New Brunswick

Type: Full Time

Position Overview:

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working with a Desjardins Agent may be the career for 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.
• 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).