Insurance Account Representative

Trina Owens - Desjardins Insurance Agent; Oshawa; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading insurance agency in Ontario is seeking an Insurance Account Representative to join their team. The ideal candidate will be outgoing and customer-focused, with experience in hospitality and sales. Responsibilities include developing leads, providing customer service, and meeting marketing goals. The position offers a full-time, permanent contract in a supportive environment.

Qualifications

• Experience in hospitality and service required.
• Sales experience preferred, with a successful sales track record.
• Ability to make presentations to potential customers.

Responsibilities

• Develop leads and schedule appointments with customers.
• Provide accurate and friendly customer service regarding insurance inquiries.
• Work with the agent to meet marketing goals.

Skills

Customer service

Sales experience

Interpersonal skills

Communication skills

Problem-solving

Multi-tasking

Job description

Job Description

Insurance Account Representative – Desjardins Agent Team Member

Location: Pickering, Ontario

Type: Full Time, Permanent

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 independent contractor 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

• Experience in hospitality and service
• 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)

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.