Insurance Account Professional

2 weeks ago


Burlington, Ontario, Canada Mathew Smith Insurance and Financial Services Inc. Full time
Insurance Account Representative

About the Role:

The successful candidate will be a key point of contact for clients, providing expert advice and tailored solutions to meet their insurance needs. This role requires a strong desire to learn and grow, as well as excellent communication and interpersonal skills.

Key Responsibilities:

  • Client Interaction: Engage with clients to understand their insurance needs and provide personalized solutions.
  • Sales and Service: Attract new clients and cross-sell additional products to existing clients, while providing exceptional service to ensure client satisfaction and retention.
  • Accountability for Results: Meet and exceed sales targets and performance metrics, taking ownership of results and contributing to the overall success of the team.
  • Client Retention: Handle renewals and policy changes for existing clients, ensuring they receive the best possible coverage to meet their needs.
  • Team Collaboration: Work closely with colleagues to share best practices, contribute to team objectives, and maintain a positive, supportive team environment.

Qualifications:

  • OTL/RIBO required
  • LLQP is an asset
  • Proven experience in home and auto insurance sales or a related field.
  • Strong communication and interpersonal skills, with the ability to build rapport with clients.
  • Ability to manage tough conversations with confidence and professionalism.
  • Demonstrated ability to meet sales targets and work in a fast-paced environment.
  • Excellent organizational and time-management skills.
  • Knowledge of insurance products, regulations, and best practices in Ontario.
  • Proficiency in using customer relationship management (CRM) systems and other relevant software.

What We Offer:

  • Competitive salary with performance-based incentives.
  • Comprehensive benefits package, including health and dental.
  • Ongoing professional development and training opportunities.
  • A supportive, team-oriented work environment.
  • Opportunities for career growth within the company.

Mathew Smith Insurance and Financial Services Inc. is an equal opportunities employer and welcomes applications from diverse candidates. We thank all applicants for their interest; however, only those selected for an interview will be contacted.



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