Insurance Account Representative

Shobha Soobrattee - Desjardins Insurance Agent; Newmarket; Hybrid; CAD 40,000 - 60,000; Full time

Job summary

An insurance agency in Newmarket is seeking a qualified Insurance Account Representative to join their team. This role involves supporting various insurance sales, handling customer inquiries, and building client relationships. Candidates should possess strong communication skills and a persistent approach. The position offers a salary plus commission potential, bonuses, and a hybrid work model post-training.

Benefits

Unlimited commission potential

3 weeks paid vacation

Paid personal time and sick leave

Qualifications

• Willingness to obtain required licenses.
• Strong communication skills required.
• Sales experience with a track record is needed.

Responsibilities

• Sales and support for Property, Casualty, and Life Insurance.
• Handle customer inquiries promptly and effectively.
• Identify client needs and match to products.

Skills

Communication skills

Sales experience

Persistent approach

Positive demeanor

Education

General and Life Licenses

Job description

Job Description

Insurance Account Representative - Desjardins Agent Team Member

Location : Newmarket, Ontario

Type : Full Time

Position Overview :

In the heart of Newmarket, Shobha Soobrattee Insurance Agency has been serving Newmarket and the surrounding communities for over 27 years. We are seeking a qualified professional to join our team as an Insurance Account Representative.

We pride ourselves on improving the well-being of our clients and the communities we serve. If you are an energetic professional interested in growing with our business through value-based conversations and providing remarkable customer experiences, and if you are a motivated self-starter who enjoys working with the public, then this is your opportunity for a rewarding career with excellent income potential.

Responsibilities :

The successful candidate will work closely with the agent and senior team members. Objectives include:

• Property, Casualty, and Life Insurance sales and support.
• Answering all incoming calls, emails, and in-person inquiries promptly.
• Scheduling appointments, identifying client needs, and matching them to appropriate products and services.
• Providing prompt, accurate, and friendly customer service. This includes responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification (education provided).
• Finding new clients and identifying new needs with existing clients.
• Continuously learning to stay informed about changes in the insurance industry.

Qualifications and Skills :

• General and Life Licenses or willingness to obtain them (exams and passing grades required).
• Excellent communication skills — our team handles clients in person, via telephone, and email. Building relationships effectively across all mediums is essential.
• A persistent approach — taking care of clients' needs may require multiple attempts to connect and discuss opportunities. Respectful persistence is valued to ensure clients are well protected.
• A good sense of humor and positivity. We are a small but dedicated team, and we look forward to working closely with you as you grow in your career.
• Sales experience with a successful track record of meeting sales goals and quotas.
• A criminal background check is required as we handle clients' financial well-being.

The Offer :

• Salary plus unlimited commission potential: $40,000.00 - $60,000.00 per year.
• Bonus opportunities based on individual and team achievements.
• Work/Life balance: A hybrid work model will be available after training.
• Paid time off: 3 weeks' vacation, 3 days personal time, 5 days sick leave.
• Note: These positions are with an independent contractor agent within the Desjardins exclusive agent network, not directly with Desjardins Group or its subsidiaries. The agent is responsible for employment decisions regarding their employees.