Account Representative

1 month ago

Burlington, Canada Avelar Insurance & Financial Services Inc Full time

Are you in a career that regardless of your extra efforts, your pay remains the same? Is it time for a career change that will financially reward you for these extra efforts/successes? Are you an extravert that is upbeat and gets along with anyone that you meet, regardless of their age or where you are ? Are you a self starter, competitive and can think several steps ahead in a situation? Would you like to work in a position that is considered "essential" so there is no risk of lockdowns or job loss? If you have answered yes to all of these questions, then a new career opportunity at our insurance office may be right for you. We pride ourselves in being the trusted insurance advisors to our customers. We provide friendly, prompt, professional advice, and ensure our clients policies are accurately updated. We also pride ourselves in being a leading insurance agency, with high customer retention rates, high production rates for new business and are looking for members to join our team that will be driven to contribute to these successes.

**Job Duties**:

- Educates and advises our clients on insurance products, while adhering to the company's underwriting policies.
- discussions with clients/prospects, to uncover their specific insurance needs, to provide them options/solutions to meet those needs or gap in coverage.
- Work with the team to service our existing clients and completes requests for changes to their policies
- follow up with clients for outstanding items
- prospecting existing clients for additional products
- generating referrals and new leads

**Job Requirements**:

- Strong telephone communication and people skills
- multi task and to ability to manage time effectively
- Ability to build trust, be a good listener, patient and be likeable.
- provide customer service to existing customers in a quick, efficient, friendly and accurate manner

**Qualifications**:

- Previous sales experience in any industry
- Insurance experience in sales/service would be an asset
- Property and Casualty license - existing OTL or RIBO licence an asset
- fluent in English is required
- fluent in Spanish would be an asset
- life insurance licence would be an asset
- passing OTL exam will be required if employment is offered, within a limited period of time

Flexible work from home options available.
- These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees._

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