Insurance Account Representative

Berni Williams Insurance and Financial Services Inc.; New Brunswick; On-site; CAD 45,000 - 60,000; Full time

Job summary

A local insurance agency is seeking a full-time Insurance Account Representative to develop leads and provide exceptional customer service. The ideal candidate will have sales experience and strong communication skills. This role focuses on understanding client needs and helping them navigate their insurance requirements. Join a dedicated team where career advancement is valued.

Benefits

Career advancement opportunities

Agency paid licensing courses

Qualifications

• Sales experience preferred in various roles.
• Track record of meeting sales goals is a plus.
• Excellent interpersonal and communication skills required.
• Ability to multi-task and present to potential clients.

Responsibilities

• Develop leads and schedule appointments.
• Provide prompt, accurate customer service.
• Communicate insurance products effectively.
• Work with the agent to meet marketing goals.

Skills

Sales experience

Excellent interpersonal skills

Communication skills

Proactive problem-solving

Customer service dedication

Education

Property & Casualty license

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.

Overview

Position Overview and responsibilities are described above. The role focuses on client protection needs and service excellence within the Desjardins Agency.

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.

Qualifications

• 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

• 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.