Insurance Account Representative

2 days ago


Brampton, Canada Concepts (GTA) Inc. Full time

**Insurance Account Representative**

**Full-time, in-office
- Woodbridge, ON**

A successful Insurance Company is seeking a qualified professional to join their winning team for the role of Insurance Account Representative. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter with strong interpersonal skills and can work well in a fast-paced environment, this is your opportunity for a rewarding career with growth potential.

**Responsibilities**:

- Develop and generate leads, schedule appointments, identify customer needs, and market other appropriate products and services to our customers.
- Ability to set and meet sales quotas
- 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 and team to establish both sales and marketing goals
- Answering phone calls, scheduling appointments, identifying customer needs, and marketing other appropriate products and services to our customers.
- Provide prompt, accurate, and friendly customer service, which includes but is not limited to responding to inquiries
- regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Completing changes with a high degree of accuracy
- Contact prospects and current policyholders for sales appointments.
- Occasionally quote and sell property and casualty insurance.
- Meet customer service goals and assist with marketing goals as directed by the agent

**Requirements**:

- Property & Casualty license **_(OTL license) is Preferred_**:

- **_LLQP an asset_**:

- Excellent interpersonal and communication skills - written, verbal, and listening
- evaluating alternative sources of action and their likely outcomes, and selecting the best alternative.
- Ability to pay close attention to detail and accuracy.
- Ability to create and maintain business relationships with prospects and policyholders.
- Proven track record of being punctual, trustworthy, dependable, and always acting ethically.
- Ability to organize and act on several activities concurrently
- Ability to multi-task and work well under pressure
- Knowledge of computer systems/software required, including Microsoft Office experience, an asset
- Car with a valid G License

**Compensation/Benefits**:

- Salary Range $45-50K
- Annual bonus
- Commission
- Competitive, flexible health/dental benefits plan
- Paid vacation in the first year



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