Insurance Account Representative

2 days ago


Burlington, Ontario, Canada Rob Balardo - Desjardins Insurance Agent Full time

Insurance Account Representative

Are you a customer-focused individual who enjoys working with the public? We are seeking a skilled Insurance Account Representative to join our team at Rob Balardo - Desjardins Insurance Agent.

Key Responsibilities:

  • Develop leads, schedule appointments, and identify customer needs to market appropriate products and services.
  • Provide prompt, accurate, and friendly customer service, including 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, preferably in outside sales, inside sales, retail sales, or telemarketing.
  • A successful track record of meeting sales goals/quotas.
  • Excellent interpersonal and communication skills, both written and verbal.
  • Proactive problem-solving and dedication to customer service.
  • Ability to multi-task and make presentations to potential customers.
  • A Property & Casualty license is preferred, but must be able to obtain.


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