Insurance Professional
3 days ago
At Todd Lalonde - Desjardins Insurance Agent, we are seeking a skilled Insurance Advisor to join our team. As an Insurance Advisor, you will be responsible for providing exceptional customer service to current clients and providing sales support to new clients.
Key Responsibilities:
- Provide prompt, accurate, and friendly customer service, responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, claim submissions, and billing clarification.
- Contribute to team sales success through achievement of individual sales goals and through effective opportunity spotting, cross selling and referring to your team.
- Work with the agent and team to establish and meet set goals.
Requirements:
- Service/Sales experience
- Successful track record of meeting service and sales goals/quotas preferred
- Excellent time management skills, interpersonal skills and communication skills - written, verbal and listening
- Proactive in problem solving and proficient in Microsoft Office: Word and Outlook
- Self-motivated, goal oriented and enthusiastic
- Ability to multi-task
- Must have strong integrity, ethics, and adhere to regulatory compliance
- OTL (Property & Casualty License) is preferred/must be able to obtain. Course and exam fees reimbursed after successful completion
What We Offer:
- Work-life balance
- Growth opportunities
- Team bonuses
- Helpful, Encouraging Team Environment
- Community-oriented local business
We thank all applicants for their interest, however only those selected for interview will be contacted.
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