Insurance Account Specialist

4 weeks ago


White Lake, Canada Jennifer Charlebois-Robillard - Desjardins Insurance Agent Full time
Insurance Account Representative

Are you looking for a role where you can make a meaningful impact in building a positive office culture? At Jennifer Charlebois-Robillard - Desjardins Insurance Agent, we're committed to protecting our clients' interests and helping them recover from unexpected events. We're seeking individuals who are passionate about people, enjoy community outreach, and are dedicated to continuous education and sales.

Key Responsibilities:
  • Develop leads, schedule appointments, and identify customer needs to market appropriate products and services.
  • Provide exceptional customer service, responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Collaborate with the Agent to establish and meet marketing goals.
Requirements:
  • Bilingualism is an asset.
  • Sales experience, particularly in outside sales or inside sales, retail sales, or telemarketing, is preferred.
  • A successful track record of meeting sales goals/quotas is preferred.
  • Excellent interpersonal and communication skills, both written and verbal.
  • Creative and critical thinking.
  • Dedication to providing world-class client experience.
  • Ability to multitask and make presentations to potential customers.
  • Property & Casualty license (preferred/must be able to obtain).
  • Life License (preferred/must be able to obtain).
Perks:
  • Continuous training and educational programs.
  • Benefits after completing the probationary period.
  • Hybrid working arrangements dependent on performance.
  • Course and exam fees paid for unlicensed applicants.
  • Paid vacation and personal time.
  • Opportunity for growth.

Please note that these positions are with an independent contractor agent part of the Desjardins Agent Network, not Desjardins Group or its subsidiaries. The agents' employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.



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