Desjardins Insurance Advisor Barrie
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Build client relationships as a Desjardins Insurance Advisor in Barrie, using insurance expertise and customer-focused communication. This is a full-time opportunity serving clients through calls and digital channels.
As an Insurance Advisor with a Desjardins Agent, you will support clients with tailored insurance solutions. You will provide advice, service, and sales for insurance products while addressing inquiries about coverage, eligibility, policy changes, claims, and billing. The position also involves developing leads, scheduling appointments, and identifying customer needs.
Key Responsibilities:
- Provide guidance on Desjardins insurance products and services
- Deliver inbound and outbound insurance advice, service, and sales
- Resolve customer concerns or raise matters appropriately
- Develop leads, schedule appointments, and identify customer needs
- Establish and meet marketing goals with the agent
Requirements:
- Preferred sales experience and successful sales goal track record
- Excellent interpersonal and written, verbal, and listening skills
- Proactive problem-solving and strong customer service dedication
- Ability to multitask and present to potential customers
- Property and Casualty license preferred, or ability to obtain
Use insurance knowledge, sales ability, and trusted communication to support Desjardins clients and their coverage needs in Barrie.
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