Insurance Account Representative

2 weeks ago

Toronto, Ontario, Canada Annabella Bai - Desjardins Insurance Agent Full time
Insurance Account Representative

Are you passionate about helping others and building strong relationships? Do you have a knack for understanding people's insurance needs and finding solutions that meet their goals? We're seeking a highly motivated and customer-focused Insurance Account Representative to join our team at Annabella Bai - Desjardins Insurance Agent.

Key Responsibilities:
  1. Meet and exceed sales targets for auto and property insurance products
  2. Conduct personalized needs assessments for clients to understand their insurance requirements
  3. Provide expert advice and solutions to clients based on their needs and risk profiles
  4. Focus on delivering exceptional customer service and building strong relationships with clients
  5. Calculate premiums and establish payment methods for clients
  6. Deliver and explain policies to clients, and analyze insurance programs to suggest additions or changes
  7. Ensure that policy requirements are fulfilled, including vehicle inspections and completion of necessary forms
  8. Maintain positive relationships with existing and new clients
Requirements:
  1. Self-motivated and results-driven
  2. Compassionate and empathetic towards clients
  3. Accountable and responsible for meeting sales targets and delivering exceptional service
  4. OTL license (must pass the exam before starting the position)
  5. Excellent communication and interpersonal skills
  6. Basic Microsoft Office skills
  7. Fluency in both English and Chinese
Compensation and Benefits:
  1. Base salary: $50,000
  2. Commission on sales
  3. Year-end bonus
  4. Life and living benefits up to $200/month after probation
  5. Paid vacation
  6. Health Plan

Please note that these positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

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