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Insurance Agency Coordinator
2 months ago
Location:
Type: Full Time
Position Overview:
A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of Administrator - Desjardins Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Key Responsibilities:
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
- Work with the agent to establish and meet marketing goals.
- Ensure office processes are followed and establish new ones.
- Coordinate training in the office and assist new employees.
- Work with Agency financial services manager on training.
- Develop work schedules.
- Distribute HR policies.
- Take care of banking needs of agency.
- Distribute office activities daily to all staff.
- Assist in reviews of team members quarterly.
Requirements:
- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
- Successful track record of meeting sales goals/quotas preferred.
- Excellent interpersonal skills.
- Excellent communication skills - written, verbal and listening.
- Proactive in problem-solving.
- Dedicated to customer service.
- Ability to multi-task.
- Property & Casualty license - must have a current license.
These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agent's employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.
