Insurance Account Specialist

4 weeks 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 Marketing: 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.
  • Lead Generation: Develop leads via telephone and in-person interactions, seizing sales opportunities and soliciting product offers.
  • Collaboration: Work closely with agents to meet office sales goals and provide exceptional customer service.
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.

Please note that these positions are with an independent contractor agent, not with Desjardins Group or its subsidiaries.

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