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Insurance Account Representative

2 months ago

Belleville, Ontario, Canada Brenda Bryson - Desjardins Insurance Agent Full time
Insurance Account Representative

Are you a customer-focused individual who enjoys working with the public? We are seeking a highly motivated and outgoing Insurance Account Representative to join our team at Brenda Bryson - Desjardins Insurance Agent.

Key Responsibilities:
  • Develop leads and schedule appointments to identify customer needs and market appropriate products and services.
  • Provide prompt, accurate, and friendly customer service, including 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.
Requirements:
  • Property & Casualty license (preferred or must be able to obtain)
  • 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
  • Excellent customer service skills
  • Ability to multi-task
  • Ability to make presentations to potential customers
  • Experience with MS Office Suite, including Word, Excel and Outlook

This position is 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.