Insurance Account Manager

1 month ago


Vaughan, Ontario, Canada Aleem Ravji Insurance and Financial Services Full time
Account Manager

Are you a customer-focused individual with a passion for delivering exceptional service? Do you thrive in a fast-paced environment where no two days are the same? We're seeking a highly motivated and results-driven Account Manager to join our team at Aleem Ravji Insurance and Financial Services.

Key Responsibilities:
  • Provide customers with tailored solutions to meet their insurance needs, offering advanced guidance and expertise on Desjardins products.
  • Deliver outstanding inbound and/or outbound advice and service, aiming to provide complete and correct solutions the first time.
  • Act as a process/product expert to address customer concerns, being accountable for problem-solving and/or raising matters to the appropriate people.
  • Work towards achieving set goals while being an ambassador for innovation, offering exemplary experiences and trusted advice.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Provide prompt, accurate, and friendly customer service, responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Work with the agent to establish and meet marketing goals.
Requirements:
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
  • Successful track record of meeting sales goals/quotas preferred.
  • Excellent interpersonal skills.
  • Excellent communication skills - written, verbal, and listening.
  • Proactive in problem-solving.
  • Dedicated to customer service.
  • Ability to multi-task.
  • Ability to make presentations to potential customers.
  • Passionate, engaging, and have a desire to consistently and compassionately deliver superior customer experience.
  • Property & Casualty license (preferred/must be able to obtain).

We offer a competitive compensation package with salary, uncapped commission, vacation, and personal days, benefits. (Expected earnings: $60,000-70,000)

We welcome applications from people with disabilities. Accommodations are available upon request for applicants in all aspects of the recruitment process.



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