Insurance Account Representative

1 week ago


Calgary, Alberta, Canada Robin Chiu - Desjardins Insurance Agent Full time

Job Title: Insurance Account Representative

Job Summary:

We are seeking a highly motivated and results-driven Insurance Account Representative to join our team at Robin Chiu - Desjardins Insurance Agent. As an Insurance Account Representative, you will be responsible for providing exceptional customer service and sales support to our clients. You will work closely with our team to develop and implement sales strategies, identify new business opportunities, and build strong relationships with our clients.

Key Responsibilities:

  • Customer Service: Provide prompt, accurate, and friendly customer service to our clients, responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Sales and Marketing: Develop leads, schedule appointments, identify customer needs, and market appropriate products and services to meet our clients' specific needs.
  • Team Collaboration: Work closely with our team to establish and meet marketing goals, share knowledge and best practices, and contribute to the success of our agency.

Requirements:

  • Sales and Customer Service Experience: 1+ year of sales and customer service experience, preferably in the insurance industry.
  • Communication Skills: Excellent written, verbal, and listening communication skills.
  • Problem-Solving: Proactive in problem-solving and able to think critically.
  • Client Focus: Dedicated to providing exceptional client service and building strong relationships with our clients.
  • Business Acumen: Ability to understand and analyze business needs and develop effective solutions.

What We Offer:

  • Competitive Compensation: Competitive salary and commission/bonus structure.
  • Professional Development: Opportunities for professional growth and development in a dynamic and supportive environment.


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