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Insurance Account Specialist

2 months ago


Richmond Hill, Ontario, Canada Traci Langill Insurance Agency Full time
Insurance Account Representative

At Traci Langill Insurance Agency, we're seeking a skilled Insurance Account Representative to join our team. As a key member of our team, you will be responsible for providing exceptional customer service and sales support to our clients.

Main Responsibilities:
  • Assist clients with changes, cancellations, and updates to their insurance contracts, ensuring their needs are met effectively.
  • Establish personalized telephone contact with clients, creating a climate of trust conducive to the sale of home or auto insurance policies.
  • Seize sales opportunities, solicitations, and product offers, working closely with our agents to meet office sales goals.
  • Develop leads via telephone and in-person interactions, demonstrating a sense of urgency to produce sales and service clients 100% of the time.
Qualifications:
  • University degree or college diploma
  • Sales experience (1-3 years) in outside sales, inside sales, retail, or telemarketing
  • Proactive problem-solving skills, with the ability to get things done and be resourceful
  • Excellent communication skills, with the ability to present to clients over the phone and in person
  • OTL or RIBO license, with the ability to obtain LLQP (LIFE) within 10 weeks of hire

Please note that these positions are with an independent contractor agent, part of the Desjardins exclusive agent network, and not with Desjardins Group or its subsidiaries.