Insurance Account Representative

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

Job summary

Join a dynamic team as an Insurance Account Representative with a Desjardins independent contractor agent. This full-time role focuses on customer service, lead development, and meeting sales goals. Ideal for outgoing individuals who thrive in a customer-focused environment.

Qualifications

• Experience in hospitality and service.
• Sales experience preferred.
• Excellent interpersonal skills.

Responsibilities

• Develop leads and schedule appointments.
• Provide prompt and accurate customer service.
• Work with agent to meet marketing goals.

Skills

Customer Service

Communication

Problem Solving

Education

Property & Casualty License

Job description

Insurance Account Representative - Desjardins Agent Team Member

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.

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