Insurance Account Representative

5 days ago


Fredericton, Canada Berni Williams Insurance and Financial Services Inc. Full time

Insurance Account Representative - Berni Williams Insurance Agent Team Member

Location: Fredericton, New Brunswick
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 with a Desjardins 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)



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