Insurance Account Representative

6 days ago


Whitby, Canada Mike Trevett - Desjardins Insurance Agent Full time

Job Summary:

We are seeking a highly motivated and results-driven Insurance Account Representative to join our team at Mike Trevett - Desjardins Insurance Agent. As a key member of our team, you will be responsible for developing leads, scheduling appointments, and building relationships with clients to help them achieve their financial goals.

Key Responsibilities:

  • Lead Generation: Develop and implement strategies to generate new business leads and expand our client base.
  • Client Relationship Management: Build and maintain strong relationships with existing clients to ensure their ongoing satisfaction and loyalty.
  • Insurance Product Education: Educate clients on various insurance products and services to help them make informed decisions about their financial security.
  • Risk Management: Help clients identify and mitigate potential risks to their financial well-being.
  • Customer Service: Provide exceptional customer service to ensure clients feel valued and supported throughout their insurance journey.

Requirements:

  • Positive Attitude: A strong desire to succeed and a positive attitude towards challenges.
  • Sales Experience: Previous sales experience, preferably in the insurance industry.
  • Communication Skills: Excellent verbal and written communication skills to effectively communicate with clients and colleagues.
  • Problem-Solving Skills: Ability to analyze complex problems and develop creative solutions.
  • Property & Casualty License: Must have or be able to obtain a Property & Casualty license.
  • Life Insurance License: Must have or be able to obtain a Life insurance license.

What We Offer:

  • Total Compensation Range: $45-$50K base salary, uncapped commissions, and annual bonus.
  • Benefits: Health and dental/life insurance benefits after 3 months.
  • Opportunities for Growth: Opportunities for professional growth and development within our team.

About Us:

Mike Trevett - Desjardins Insurance Agent is a leading insurance agency dedicated to providing exceptional service and expertise to our clients. We are committed to building long-term relationships with our clients and helping them achieve their financial goals.



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