Insurance Account Representative

3 months ago

Thorold, Canada Rob Balardo - Desjardins Insurance Agent Full time

**Insurance Account Representative** - Desjardins Agent Team Member**

Location: St. Catharines, Ontario
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 for 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 representative or inside sales representative, retail sales associate, or telemarketing) preferred.
- Successful track record of meeting sales goals 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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