Insurance Account Representative

4 weeks ago


Newmarket, Ontario, Canada Shobha Soobrattee - Desjardins Insurance Agent Full time

Insurance Account Representative - A Rewarding Career Opportunity

At Shobha Soobrattee Insurance Agency, we are seeking a qualified professional to join our team as an Insurance Account Representative. This role offers a unique opportunity to grow with our business and make a meaningful impact on the lives of our clients.

Key Responsibilities:

  • Work closely with the agent and senior representative on the team to achieve sales and service goals.
  • Provide prompt, accurate, and friendly customer service, including responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Schedule appointments, identify client needs, and match to appropriate products and services.
  • Find new clients and identify new needs with existing clients.
  • Continuous learning to stay informed in the ever-changing insurance industry.

Qualifications and Skills:

  • General and Life Licences OR willingness to obtain (exams and passing grade required).
  • Premier communication skills, including the ability to build relationships with clients in person, via telephone, and email.
  • A track record of persistence and a good sense of humour.
  • Sales experience with a successful track record of meeting sales goals/quotas.
  • A criminal background check is required.

The Offer:

  • Salary plus unlimited commission income potential $40,000.00 - $60,000.00/year.
  • Bonus opportunities based on individual and team accomplishments.
  • Work/Life balance: A Hybrid model will be available after training is complete.
  • Paid time off: 3 weeks' vacation, 3 days personal time, 5 days sick leave.


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