Insurance Account Representative

5 months ago

Waterloo, Canada Dave Watters - Desjardins Agent Full time

The Desjardins Group is a Canadian financial service cooperative and the largest federation of credit unions in North America. A subsidiary of Desjardins Group, Desjardins General Insurance Group (DGIG) is a leading insurance company in Canada and operates the largest insurance agency network in Ontario. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management and services for businesses.

Dave Watters Desjardins Insurance Agency is an established, independent contract agency in Waterloo, with over 14 years of providing insurance and financial services to customers across Waterloo, Kitchener, and surrounding area. We are an accountable team who work hard for each other and the clients we serve.

**The Role: Insurance Account Representative - Focus on Life Insurance**

You are a hard-working and assertive sales agent that holds yourself accountable. You will primarily sell and service life & health insurance (possibly some auto & property insurance too) to individuals and business owners. You have a natural curiosity about people and will maintain and build client relationships. Duties include finding new clients, servicing existing clients, resolving customer problems, guiding, and educating folks to make impactful personal choices with their insurance program. This guidance is a foundation of our niche.

**This is an in-office, permanent, full-time, 9am to 5pm position **for Dave Watters’ Insurance Agency located in Waterloo, Ontario.

**What you’ll do**:

- Listen, and provide assertive guidance.
- Sell Insurance policies.
- Source potential clients via networking, cold calling, using referrals and persuade them to engage in a phone conversation and/or meeting to discuss insurance products.
- Answer client questions regarding existing and/or new policies, billing, including information on rate fluctuations or policy changes to ensure full understanding.
- Assist customers with claims submission.
- Consult with clients and prospects to review policies and process quotes.
- Collect, record and process insurance payments (cash, cheques, credit).

**What you’ll bring**:

- 1 - 2 years of customer service or sales experience preferred.
- High level knowledge of customer service/sales processes and techniques.
- Curiosity.
- Assertiveness.
- Accountability.
- Strong work ethic.
- A commitment to doing what is right.
- Ability to interact with potential and current clients and manage conflict or difficult situations.
- Exceptional communication skills (written, verbal and listening).
- Attention to detail.
- Basic computer technology skills.

**Additional Conditions of Employment**
- Must have the ability to obtain Life License Qualification program (LLQP) prior to start date - this factor is not used at the pre-selection stage.
- The Other Than Life (OTL) license must be obtained within 1-month of hire.
- Must complete any required Desjardins training and background checks, including a police and credit bureau check.

**To Apply**:
We thank all applicants, however only those applicants selected for an interview will be contacted.
- Dave Watters Insurance Agency is an equal-opportunity employer. If you require accommodation during the recruitment process, please let us know, and all efforts to provide the appropriate accommodation will be put into place._

**Job Types**: Full-time, Permanent

Schedule:

- Monday to Friday

Work Location: In person

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