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Insurance Account Specialist

2 months ago


Richmond Hill, Ontario, Canada Traci Langill Insurance Agency Full time
Insurance Account Representative Job Description

We are seeking a highly motivated and customer-focused Insurance Account Representative to join our team at Traci Langill Insurance Agency. As an Insurance Account Representative, you will be responsible for providing exceptional customer service and sales support to our clients.

Main Responsibilities:
  • Client Service: Assist clients with changes, cancellations, and updates to their insurance contracts, ensuring their needs are met effectively and efficiently.
  • Sales and Service: Establish personalized telephone contact with clients, creating a climate of trust conducive to the sale of insurance products. Educate and advise clients on our products, adhering to company underwriting policies.
  • Sales Opportunities: Seize all sales opportunities, solicitation, and product offers to meet office sales goals.
  • Lead Development: Develop leads via telephone and in-person interactions.
  • Urgency and Service: Demonstrate a sense of urgency to produce sales and service clients 100% of the time.
Qualifications:
  • Education: University Degree or College Diploma.
  • Sales Experience: 1-3 years of sales experience in outside sales, inside sales, retail, or telemarketing.
  • Problem-Solving: Proactive problem solver with excellent communication skills.
  • Licenses: Must have OTL or RIBO License and be able to obtain LLQP (LIFE) within 10 weeks of hire.

As an independent contractor agent, our employees are not employees of Desjardins Group or its subsidiaries. Independent contractor agents are responsible for and make all employment decisions regarding their employees.