Insurance Sales Specialist

Mike Tullo - Desjardins Insurance Agent; Burlington; 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 role focuses on customer engagement, lead development, and providing exceptional service. Candidates should exhibit strong sales skills, effective communication, and a drive to exceed sales quotas within a supportive environment.

Qualifications

• Sales experience preferred (inside or outside sales).
• Excellent interpersonal and communication skills.
• Ability to make presentations to potential customers.

Responsibilities

• Develop leads and schedule appointments with customers.
• Provide accurate customer service regarding insurance inquiries.
• Work with the agent to meet marketing goals.

Skills

Interpersonal skills

Communication skills

Problem-solving

Customer service

Multi-tasking

Job description

Insurance Account Representative - Desjardins Agent Team Member

Type : Full Time

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 :

• 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)
• Life Insurance 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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