Insurance Account Represetnative

Patricia Velasco Insurance & Financial Services Ltd; Oakville; On-site; CAD 45,000 - 65,000; Full time

Job summary

A leading insurance agency is seeking an Insurance Account Representative to join its Desjardins Agent Team. Ideal candidates will have a strong profile in sales, dedicated customer service skills, and the ability to thrive in a fast-paced environment. This role offers significant income potential and career growth opportunities. You'll be responsible for lead development, customer inquiries, and marketing goals within a supportive agent network.

Qualifications

• Sales experience preferred, with a strong track record of meeting sales goals.
• Excellent written, verbal, and listening communication skills.
• Proactive problem-solver dedicated to customer service.

Responsibilities

• Develop leads, schedule appointments, and market products/services.
• Provide friendly customer service and respond to inquiries.
• Establish and meet marketing goals with the agent.

Skills

Interpersonal skills

Communication skills

Problem-solving

Multi-tasking

Presentation skills

Education

Property & Casualty license

Job description

Insurance Account Representative - Desjardins Agent Team Member

Type : Full Time

Position Overview :

A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of Insurance Account Representative - Desjardins Agent Team Member. 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 fastpaced environment, then this is your opportunity for a rewarding career with excellent income and growth potentia

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 (must have current license / 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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