Insurance Account Representative

Shawn Bishundat - Desjardins Agent Intern; Petrolia; On-site; CAD 40,000 - 56,000; Full time

Job summary

Desjardins Agent team member in Sarnia, Ontario is seeking an Insurance Account Representative to develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

You will provide prompt, accurate customer service for insurance inquiries, eligibility, coverages, policy changes, transfers, and billing questions. Training and licensing may be completed before potential employment with an independent contractor for Desjardins Agent.

Qualifications

• Sales experience preferred; meeting sales goals/quotas is advantageous.
• Excellent interpersonal and communication skills are essential.
• Ability to multi-task and provide proactive customer service.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market products and services.
• Provide prompt, accurate customer service for insurance inquiries, eligibility, coverages, policy changes, transfers, and billing questions.
• Work with the agent to establish and meet marketing goals.

Skills

Interpersonal skills

Communication skills

Multi-tasking

Customer service

Problem solving

Presentation skills

Tools

Property & Casualty license

Job description

Insurance Account Representative- DesjardinsAgent Team Member

Location: Sarnia, ON Canada

Job 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 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)

You will be hired to work at The Personal Insurance Company (“The Personal”) for a period of up to 90 days to allow you to complete training and licensing. If training and licensing are successfully completed, you will be considered for employment with an independent contractor for Desjardins Agent.

We welcome applications from people with disabilities. Accommodations are available upon request for applicants in all aspects of the recruitment process.