Insurance Sales & Client Care Specialist

Jennifer Hunt - Desjardins Insurance Agent; Barrie; On-site; CAD 42,000 - 68,000; Full time

Benefits offered by this job

Competitive compensation

Professional growth opportunities

Supportive workplace

Job summary

Desjardins Agent Team in Barrie, Ontario, seeks an Insurance Account Representative who thrives on building relationships and delivering outstanding service. You will connect with prospective customers, assess insurance needs, and recommend suitable products to ensure a positive client experience.

The role emphasizes generating leads, meeting sales targets, and supporting marketing efforts alongside the agent. Licensing is preferred but not required at interview time.

Qualifications

• Previous sales experience preferred, including inside sales, outside sales, retail sales, or telemarketing.
• A demonstrated ability to meet sales targets or quotas is an asset.
• Strong interpersonal, written, verbal, and active listening skills.
• OTL, RIBO, or LLQP licensing is preferred but not required at the time of interview.
• An OTL licence must be obtained before the start date, at the applicant’s expense, with reimbursement after meeting criteria.
• Proficiency in Microsoft Office.
• Ability to collaborate effectively within a team environment.
• A valid driver’s licence is required.
• Successful candidates will be required to complete criminal record and consumer history background checks.

Responsibilities

• Generate new business opportunities by developing leads, contacting prospective customers, and scheduling appointments.
• Build relationships with customers, identify their needs, and recommend appropriate insurance products and services.
• Deliver prompt, accurate, and friendly customer support by responding to questions about insurance availability, eligibility, coverage options, policy changes, transfers, claims submissions, and billing.
• Work closely with the agent to support marketing initiatives, achieve sales targets, and contribute to business growth.
• Help maintain a positive customer experience through effective communication, follow-up, and problem-solving.

Skills

Sales experience

Interpersonal skills

Written communication

Verbal communication

Active listening

Organizational skills

Presentation skills

Team collaboration

Problem-solving

Education

Insurance licensing (OTL/RIBO/LLQP) preferred

Microsoft Office

Tools

Microsoft Office

Job description

Desjardins Agent Team in Barrie, Ontario, seeks an Insurance Account Representative who thrives on building relationships and delivering outstanding service. You will connect with prospective customers, assess insurance needs, and recommend suitable products to ensure a positive client experience.

The role emphasizes generating leads, meeting sales targets, and supporting marketing efforts alongside the agent. Licensing is preferred but not required at interview time.