Insurance Account Representative

1 month ago


Deep River, Ontario, Canada Donna Watt Insurance and Financial Services Inc. Full time

Insurance Account Representative Opportunity

Donna Watt Insurance and Financial Services Inc. is seeking a qualified professional to join their team as an Insurance Account Representative - Desjardins Agent Team Member.

Key Responsibilities:

  • Provide exceptional customer service, responding to inquiries and resolving issues related to insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Develop leads, schedule appointments, and market appropriate insurance products and services to meet customer needs.
  • Collaborate with the agent to establish and meet marketing goals, driving business growth through value-based conversations and remarkable customer experiences.

Requirements:

  • Previous sales experience is an asset, but not required.
  • Excellent interpersonal and communication skills, with the ability to work effectively with customers and colleagues.
  • Proactive problem-solving skills and a dedication to customer service.
  • Ability to multitask and work in a fast-paced environment.
  • Proficient in Microsoft Office and willing to obtain a Property & Casualty Insurance license.

About the Role:

This is an exciting opportunity to join a dynamic team and grow your career in the insurance industry. As an Insurance Account Representative, you will have the chance to work with a reputable insurance company and develop your skills in customer service, sales, and marketing.

Donna Watt Insurance and Financial Services Inc.:

We are a reputable insurance company dedicated to providing exceptional service to our customers. Our team is passionate about helping individuals and businesses achieve their goals through innovative insurance solutions.



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