Insurance Representative

Desjardins Insurance; Picton; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading insurance company, Desjardins Insurance, is seeking a dedicated Insurance Representative in Picton. The role involves supporting the agent with client enhancements through insurance product sales and relationship management. Key responsibilities include processing applications, handling billing, and maintaining thorough client records. Ideal candidates have strong communication skills and must possess or obtain the OTL license within three months.

Qualifications

• OTL license required upon hire or within first 3 months.
• Good credit score required.
• Comfortable in fast-paced, team-oriented environments.

Responsibilities

• Develop leads and schedule appointments.
• Process new applications and handle billing inquiries.
• Maintain client records and respond to queries.

Skills

Strong communication

Interpersonal skills

Multi-tasking

Organizational skills

Education

OTL license

Job description

As a Desjardins Insurance Representative, you will support the Agent by servicing and growing the agency’s client base through insurance and financial product sales, client relationship building, and administrative support. You’ll help clients protect what matters most and plan for their future.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and recommend appropriate products and services
• Write and process new insurance applications, policy changes, and renewal
• Handle payments and billing inquiries accurately and professionally
• Maintain detailed client records and follow up on outstanding items
• Provide prompt and professional responses to client questions and concerns
• Build and maintain strong client relationships to encourage retention and referrals
• Perform administrative duties and support general office operations as needed

Requirements

• OTL license required upon hire or must be obtained within the first 3 months of employment.
• Good credit score required

Strong communication and interpersonal skills

Ability to multi-task, stay organized, and work independently

Comfortable working in a fast-paced, team-oriented environment

How to Apply

Please send application [e-mail] Representativein the subject line or drop off at the Picton Career Edge office at 103-141 Main St. Picton