Account Manager

4 weeks ago


Calgary, Canada Sharp Insurance Full time

Join a Team that Inspires ExcellenceThe RoleAs An Account Manager, Your Key Responsibilities Will IncludeDelivering exceptional service by providing tailored insurance quotes and addressing client needs via phone, email, and occasional walk-ins.Building lasting relationships with clients through consistent communication and follow-ups.Identifying opportunities to cross-sell and upsell, helping clients find the right coverage for their needs.Collaborating with various insurance providers to secure the best solutions for clients.Navigating multiple software systems and portals to manage client data and ensure seamless service.Staying ahead of industry trends, policies, and best practices to bring added value to clients and the team.What We’re Looking ForWe’re seeking individuals with the drive to succeed and a passion for helping clients. To thrive in this role, you’ll need:Alberta Level 1 General Insurance License (required).1-2 years of experience in the insurance industry.Strong knowledge of personal lines products.Post-secondary education in commerce, marketing, business, or related fields (an asset).Call-center experience (an asset).Availability to work Monday to Friday (8:30 AM–5:00 PM) and Saturdays (10:00 AM–3:00 PM).What Sets You ApartA high degree of professionalism and integrity.A self-motivated, goal-oriented mindset.A passion for delivering excellence in customer service and nurturing client relationships.Proficiency in Microsoft Office and insurance-related CRM software, with strong typing skills.A proven track record of accountability, reliability, and problem-solving.The ability to adapt to change and thrive in both independent and team settings.A keen eye for detail and a strategic, critical-thinking approach.Location and StatusLocation: Calgary, ABEmployment Status: Full-time (including weekend work as required).Work from home (Once fully proficient in the role) #J-18808-Ljbffr


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