Insurance Account Representative
2 days ago
At Annabella Bai - Desjardins Insurance Agent, we are seeking a highly motivated and customer-oriented individual to join our team as an Insurance Account Representative. As a key member of our team, you will be responsible for selling auto and property insurance products to individual and business clients, meeting agency targets, and providing personalized needs assessments and insurance advice to clients.
Key Responsibilities:
- Sell auto and property insurance products to individual and business clients to meet agency targets
- Complete personalized needs assessments for clients
- Provide insurance advice and solutions to clients based on their needs and ensure clients are charged premiums that correspond with risks
- Focusing on meeting the needs of the personal market through the full suite of Desjardins Insurance auto and property insurance products
- Calculate premiums and establish payment method
- Deliver and explain policy to policyholders and analyze insurance program and suggest additions or changes, or to change beneficiaries
- Ensure that policy requirements are fulfilled, including any necessary vehicle inspection and the completion of appropriate forms
- Maintain positive relationship with both existing and new clients
Requirements:
- Self-motivated
- Compassionate
- Accountable
- OTL license (must pass the exam before starting the position)
- Excellent communication skills - written, verbal and listening
- Basic Microsoft office skills
- Must be fluent in both English and Chinese
Compensation:
- Base salary: $50,000
- Commission
- Year end bonus
- Life and living benefit up to $200/month after probation
- Paid vacation
- Health Plan
These positions are 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.
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