Insurance Account Specialist
4 weeks ago
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 implement 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 closely with the Agent to establish and meet sales targets.
Requirements:
- Previous sales experience, preferably in outside sales, inside sales, retail sales, or telemarketing.
- Proven track record of meeting sales goals.
- Excellent interpersonal and communication skills.
- Proactive problem-solving skills.
- Dedication to customer service.
- Ability to multitask and make presentations to potential customers.
- Property & Casualty license (preferred, must be able to obtain).
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