Insurance Client Care & Sales Specialist

MHMI; St. Catharines; On-site; CAD 42,000 - 65,000; Full time

Job summary

Desjardins Insurance Agent Team Member in St. Catharines, Ontario is seeking an Insurance Account Representative to help customers with policy needs and to grow the client base. This full-time role focuses on delivering excellent service and building relationships in the community.

You will develop leads, schedule appointments, identify customer needs, and market appropriate products. A Property & Casualty license is preferred or obtainable, with a track record of meeting sales goals and strong

Qualifications

• Sales experience preferred.
• Proven track record of meeting sales goals preferred.
• Excellent interpersonal and communication skills.
• Proactive in problem-solving.
• Dedicated to customer service.
• Ability to multi-task and present to customers.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Provide prompt, accurate, and friendly customer service, including inquiries about insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
• Work with the Agent to establish and meet marketing goals.

Skills

Sales experience

Interpersonal skills

Communication skills

Multitasking

Problem solving

Customer service

Presentation skills

Education

Property & Casualty license (preferred/must obtain)

Job description

Desjardins Insurance Agent Team Member in St. Catharines, Ontario is seeking an Insurance Account Representative to help customers with policy needs and to grow the client base. This full-time role focuses on delivering excellent service and building relationships in the community.

You will develop leads, schedule appointments, identify customer needs, and market appropriate products. A Property & Casualty license is preferred or obtainable, with a track record of meeting sales goals and strong