Life Insurance representative

Kishore Chowdhury - Desjardins Insurance Agent; Sherwood Park; On-site; CAD 60,000 - 80,000; Full time

Job summary

An independent insurance agency in Sherwood Park, AB, is seeking a motivated Customer Service Representative. The role focuses on developing leads, providing exceptional customer service, and working with the agent to meet marketing goals. Ideal candidates possess strong sales experience, excellent communication skills, and a proactive approach to problem-solving. This full-time position offers growth potential within a supportive team environment.

Qualifications

• Sales experience preferred in various roles like retail or telemarketing.
• Track record of achieving sales goals is preferred.
• Must possess excellent interpersonal and communication skills.

Responsibilities

• Develop leads and schedule appointments.
• Provide excellent customer service including inquiries about insurance.
• Work with the agent to establish marketing goals.

Skills

Sales experience

Excellent interpersonal skills

Excellent communication skills

Problem-solving ability

Customer service dedication

Multi-tasking ability

Presentation skills

Education

Property & Casualty license

Job description

Job Description

Location: Sherwood Park, AB

Type: Full Time, Permanent

Position Overview

Successful Desjardins Insurance Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative. 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 fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

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 (OTL 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 agent’s employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.