Insurance Account Specialist

4 weeks ago

Burlington, Ontario, Canada Rob Balardo - Desjardins Insurance Agent Full time

Insurance Account Representative - A Key Role at Rob Balardo - Desjardins Insurance Agent

Location: St. Catharines, Ontario
Type: Full Time

Job Overview:

We are seeking a highly motivated and customer-focused individual to join our team as an Insurance Account Representative. As a key member of our team, you will be responsible for developing leads, scheduling appointments, and identifying customer needs to market appropriate products and services.

Responsibilities:

  • Develop and execute sales strategies to meet marketing goals.
  • Provide exceptional customer service, responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Work collaboratively with the Agent to establish and meet sales targets.

Requirements:

  • Previous sales experience, preferably in outside sales, inside sales, retail sales, or telemarketing.
  • A successful track record of meeting sales goals.
  • Excellent interpersonal and communication skills, both written and verbal.
  • Proactive problem-solving skills.
  • Dedication to customer service.
  • Ability to multitask and make presentations to potential customers.
  • A Property & Casualty license is preferred, but the ability to obtain one is required.

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