Insurance Account Representative

rob balardo desjardins insurance agent; Welland; On-site; CAD 42,000 - 65,000; Full time

Job summary

Desjardins is seeking an Insurance Account Representative to join the Desjardins Agent Team Member in St. Catharines, Ontario. This full-time role focuses on outgoing customer interactions, identifying client needs, and selling appropriate insurance products.

Responsibilities include developing leads, scheduling appointments, and providing prompt, friendly service. The ideal candidate has sales experience, strong communication, and the ability to present to potential customers.

Qualifications

• Sales experience preferred to develop leads and close opportunities.
• Excellent interpersonal and communication skills, both written and verbal.
• Proactive problem solving and dedication to customer service.
• Ability to multi-task and present to potential customers.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market products/services.
• Provide prompt, accurate, friendly customer service including inquiries on insurance availability, coverages, changes, transfers, claims, and billing.
• Work with the Agent to establish and meet marketing goals.

Skills

Sales experience

Communication skills

Customer service

Presentation skills

Multi-tasking

Education

Property & Casualty license

Job description

Insurance Account Representative.Desjardins Agent Team Member.Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered YES to these questions, working for a... Show more

Insurance Account Representative - Desjardins Agent Team Member

Location: St. Catharines, Ontario
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 representative or inside sales representative, retail sales associate, or telemarketing) preferred.
• Successful track record of meeting sales goals 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).