Insurance Account Representative

Gillian Sims Insurance Agency Inc.; Ottawa; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading insurance agency in Ottawa is seeking an Insurance Account Representative to join their team. This full-time role involves developing leads, providing excellent customer service, and assisting with marketing efforts. Candidates should possess strong sales experience and communication skills, and a Property & Casualty license is preferred.

Qualifications

• Sales experience preferred (outside, inside sales, retail, or telemarketing).
• Successful track record of meeting sales goals.
• Excellent written, verbal, and listening communication skills.

Responsibilities

• Develop leads, schedule appointments, and identify customer needs.
• Provide accurate and friendly customer service.
• Work with the agent to meet marketing goals.

Skills

Interpersonal skills

Communication skills

Problem-solving

Multi-tasking

Education

Property & Casualty license

Job description

Insurance Account Representative - Agent Team Member

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!

We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

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)

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.

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