Insurance Account Manager

2 months ago

Cochrane District, Canada Ali Velji - Desjardins Insurance Agent Full time
About Us

Ali Velji Insurance is a leading insurance provider dedicated to delivering comprehensive coverage and exceptional customer service. Our focus is on building long-term relationships with our clients, providing tailored insurance solutions that meet their unique needs.

Job Summary

We are seeking a highly motivated and results-driven Insurance Sales Representative to join our team. As an Insurance Sales Representative, you will be responsible for generating new business opportunities, building and maintaining client relationships, and providing exceptional customer service.

Key Responsibilities
  • Business Development: Generate leads and actively seek out new business opportunities through various channels, including networking and referrals.
  • Client Needs Analysis: Conduct thorough needs analysis to understand clients' insurance requirements and recommend suitable coverage options.
  • Insurance Policy Presentation: Present and explain insurance policies to potential clients, ensuring they understand the terms and conditions, coverage limits, and exclusions.
  • Customized Insurance Programs: Customize insurance programs to meet clients' specific needs and budget constraints.
  • Record Keeping: Maintain accurate records of all sales activities, including prospecting efforts, sales presentations, and follow-ups.
  • Client Relationship Building: Build and maintain strong relationships with clients, providing ongoing support and addressing any inquiries or concerns.
  • Industry Knowledge: Stay up-to-date with industry trends, product knowledge, and regulatory changes to effectively advise clients on insurance options.
  • Team Collaboration: Collaborate with team members to achieve sales targets and contribute to the overall growth of the company.
Requirements
  • Alberta General Insurance License: Level 1 Alberta General Insurance License is required.
  • Sales Experience: Sales experience, preferably in outside sales or inside sales representative, retail sales associate, or telemarketing, is preferred.
  • Successful Sales Track Record: A successful track record of meeting sales goals/quotas is preferred.
  • Interpersonal Skills: Excellent interpersonal skills are required.
  • Communication Skills: Excellent communication skills, both written and verbal, are required.
  • Problem-Solving: Proactive problem-solving skills are essential.
  • Customer Service: Dedicated to providing exceptional customer service.
  • Multi-Tasking: Ability to multi-task and prioritize tasks effectively.
  • Presentation Skills: Ability to make presentations to potential customers.
  • LLQP License: LLQP License is preferred and must be able to obtain.
Benefits
  • Competitive Salary: Competitive base salary plus commission structure.
  • Health Insurance: Comprehensive health insurance plan.
  • Paid Time Off: Paid time off and holidays.
  • Training and Development: Ongoing training and professional development opportunities.
  • Collaborative Work Environment: Collaborative and supportive work environment.

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