Insurance Account Specialist
2 weeks ago
Job Summary:
We are seeking a highly motivated and customer-focused individual to join our team as an Insurance Account Representative. As a key member of our Desjardins Insurance Agent team, you will be responsible for developing leads, scheduling appointments, and identifying customer needs to market appropriate products and services.
Key Responsibilities:
- Lead Generation and Appointment Scheduling: Develop leads and schedule appointments to meet with potential customers to discuss their insurance needs.
- Customer Service: Provide prompt, accurate, and friendly customer service, including responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Marketing and Sales: Work with the agent to establish and meet marketing goals, and market appropriate products and services to meet customer needs.
Requirements:
- Sales Experience: Previous sales experience, preferably in outside sales or inside sales, retail sales, or telemarketing.
- Interpersonal and Communication Skills: Excellent interpersonal and communication skills, including written, verbal, and listening skills.
- Problem-Solving and Customer Service: Proactive in problem-solving and dedicated to providing excellent customer service.
- Multi-Tasking and Presentation Skills: Ability to multi-task and make presentations to potential customers.
- Insurance License: Property & Casualty license preferred, or ability to obtain.
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