Insurance Account Representative

Rob Balardo - Desjardins Insurance Agent; Hamilton; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading insurance agency is seeking an Insurance Account Representative to join their team. The ideal candidate will be outgoing, customer-focused, and able to thrive in a sales environment. Key responsibilities include developing leads, providing excellent customer service, and meeting sales goals. Candidates should have strong communication skills and an ability to multi-task effectively.

Qualifications

• Sales experience preferred in outside or inside sales, retail, or telemarketing.
• Excellent written and verbal communication skills required.
• Proactive in problem-solving and dedicated to customer service.

Responsibilities

• Develop leads, schedule appointments, and identify customer needs.
• Provide accurate and friendly customer service, responding to inquiries regarding policies.
• Work with the Agent to meet marketing goals.

Skills

Interpersonal skills

Communication skills

Problem-solving

Customer service

Multi-tasking

Presentation skills

Education

Property & Casualty license (must be able to obtain)

Job description

Insurance Account Representative - Desjardins Agent Team Member

Location : St. Catharines, Ontario

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 for 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 representative or inside sales representative, retail sales associate, or telemarketing) preferred.
• Successful track record of meeting sales goals 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).

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