Sr Analyst, Financial

Definity; Southwestern Ontario; On-site; CAD 50,000 - 55,000; Full time

Benefits offered by this job

Tech package (cell phone & laptop)

Job summary

Definity in Kitchener, Ontario is seeking a Client-Focused Insurance Account Manager to join our team. You will service an existing book of auto, home, commercial, and life insurance clients and identify opportunities to grow coverage through cross-selling and upselling.

The role requires OTL or RIBO and LLQP licenses, a track record in insurance sales or customer service, and a results-driven mindset. A competitive base salary plus uncapped commissions and bonus await.

Qualifications

• OTL or RIBO license required or ability to obtain.
• LLQP license required or ability to obtain.
• Experience in insurance sales, brokerage, or customer service preferred.
• Base salary of $50,000–$55,000 with uncapped commission and bonus.

Responsibilities

• Provide exceptional customer service to existing clients (auto, home, commercial and life insurance).
• Manage and grow a portfolio of insurance accounts.
• Identify opportunities for cross-sell, upsell, and policy reviews.
• Sell insurance products to new and existing clients.
• Conduct needs assessments and recommend appropriate coverage.
• Meet or exceed sales targets and retention goals.
• Maintain accurate client records and follow compliance standards.
• Stay up to date with insurance products, industry trends, and regulations.

Skills

Customer service

Relationship-building

Sales targets

Communication

Teamwork

Education

OTL or RIBO license

LLQP license

Job description

Location: 1950 Fischer Hallman Rd, Kitchener ON. Type: Full Time - Permanent. We’re hiring a Client-Focused Insurance Account Manager to join our team in Kitchener. This role is ideal for ...

About the Role:

We’re hiring a Client-Focused Insurance Account Manager to join our team in Kitchener. This role is ideal for someone who excels in customer service, relationship management, and insurance sales. You’ll work with an existing book of business, helping clients with their insurance needs while identifying opportunities to grow coverage through cross-selling and upselling. If you’re an outgoing professional who enjoys building relationships and driving results, this is a strong opportunity to grow your career in insurance.

Key Responsibilities:

• Provide exceptional customer service to existing clients (auto, home, commercial and life insurance)
• Manage and grow a portfolio of insurance accounts
• Identify opportunities for cross-sell, upsell, and policy reviews
• Sell insurance products to new and existing clients
• Conduct needs assessments and recommend appropriate coverage
• Meet or exceed sales targets and retention goals
• Maintain accurate client records and follow compliance standards
• Stay up to date with insurance products, industry trends, and regulations

Qualifications:

• OTL or RIBO license (Property & Casualty Insurance) – required or ability to obtain
• LLQP license (Life Insurance) – required or ability to obtain
• Experience in insurance sales, brokerage, or customer service preferred
• Strong communication and relationship-building skills
• Proven ability to meet sales targets or KPIs
• Self-motivated with a results-driven mindset
• Ability to work both independently and within a team
• Base salary of $50,000 - $55,000 (based on experience and licensing)
• Uncapped commission + bonus structure

• Company provided tech package (cell phone & laptop) to help support your success

Why Join Our Team?

Strong emphasis on customer retention and relationship management

Opportunity to grow within a high-performing, award-winning team

Build a long-term, rewarding career in insurance sales and client service

• Access to ongoing training, development, and support to help you succeed and grow
• Backed by the strength of the Desjardins brand — one of Canada’s most recognized and trusted financial service providers in the industry

Check us out on Google to see what our clients have to say about our award-winning team!

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.