Insurance Client Relationship Manager

2 months ago

Ottawa, Ontario, Canada Jennifer Charlebois-Robillard - Desjardins Insurance Agent Full time
About the Role

We are seeking a highly motivated and results-driven Insurance Account Representative to join our team at Jennifer Charlebois-Robillard - Desjardins Insurance Agent. As an Insurance Account Representative, you will play a key role in building and maintaining strong relationships with our clients, identifying their insurance needs, and providing tailored solutions to meet those needs.

Key Responsibilities
  • Client Acquisition and Retention: Develop and implement strategies to acquire new clients and retain existing ones, ensuring a high level of customer satisfaction and loyalty.
  • Insurance Needs Assessment: Conduct thorough assessments of clients' insurance needs, identifying opportunities to provide additional products and services that meet their needs.
  • Product and Service Development: Collaborate with the Agent to develop and implement new insurance products and services that meet the evolving needs of our clients.
  • Marketing and Sales: Develop and execute marketing and sales strategies to promote our insurance products and services to new and existing clients.
Requirements
  • Bilingualism: Bilingualism is an asset, but not a requirement.
  • Sales Experience: Sales experience, particularly in outside sales or inside sales, is preferred.
  • Excellent Interpersonal and Communication Skills: Excellent interpersonal and communication skills, both written and verbal, are essential for success in this role.
  • Ability to Work in a Fast-Paced Environment: The ability to work in a fast-paced environment and prioritize multiple tasks and responsibilities is crucial.
  • Property and Casualty License: A Property and Casualty license is preferred, but not required. The ability to obtain this license is essential.
  • Life License: A Life license is also preferred, but not required. The ability to obtain this license is essential.
What We Offer
  • Competitive Compensation and Benefits: A competitive compensation and benefits package, including a base salary, commission, and benefits.
  • Opportunities for Growth and Development: Opportunities for growth and development, including training and education programs.
  • Collaborative and Supportive Work Environment: A collaborative and supportive work environment, with a team of experienced professionals who are dedicated to helping our clients achieve their insurance goals.

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