Insurance Account Representative

2 months ago

Deep River, Ontario, Canada Donna Watt Insurance and Financial Services Inc. Full time

Job Summary:

Donna Watt Insurance and Financial Services Inc. is seeking a highly motivated and results-driven Insurance Account Representative to join their team. As a key member of the Desjardins Agent Team, this individual will be responsible for providing exceptional customer service, developing leads, and marketing insurance products to clients.

Key Responsibilities:

  • Provide prompt and accurate customer service, responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate insurance products and services.
  • Work with the agent to establish and meet marketing goals, driving business growth and revenue.
  • Utilize excellent interpersonal and communication skills to build strong relationships with clients and colleagues.
  • Proactively solve problems and provide solutions to meet customer needs.
  • Multi-task and prioritize tasks to meet deadlines and achieve goals.
  • Make presentations to potential customers to promote insurance products and services.
  • Stay up-to-date on industry trends and developments, and maintain proficiency in Microsoft Office.
  • Obtain and maintain a Property & Casualty Insurance license.

Requirements:

  • Sales experience preferred, but not required.
  • Excellent interpersonal and communication skills.
  • Ability to work in a fast-paced environment and adapt to changing priorities.
  • Proactive problem-solving skills and a customer-centric approach.
  • Ability to multi-task and prioritize tasks to meet deadlines.
  • Proficiency in Microsoft Office and ability to learn new software quickly.
  • Property & Casualty Insurance license (or willingness to obtain).

About Us:

Donna Watt Insurance and Financial Services Inc. is a leading insurance and financial services provider, dedicated to delivering exceptional customer service and building long-term relationships with clients. As a member of the Desjardins Agent Team, this individual will have access to a comprehensive training program, ongoing support, and opportunities for career growth and development.

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