Insurance Account Representative

7 days ago

Ottawa, Canada Sheldon Carrasco - Desjardins Insurance Agent Full time

**Insurance Account Representative - Desjardins Agent Team Member**
**Type: Full Time, Permanent / Salary (Negotiable) + Commission**

**Area: Ottawa - Nepean (Barrhaven)**

**Covid Safety Protocols & Fully Vaccinated Workplace**

**What is the opportunity?**

The Insurance Account Representative (IAR) plays an important role in our successful Desjardin Agency team by providing pre and post-sales planning, support, and relationship management. The Insurance Account Representative will contribute to meeting team sales objectives by partnering with the Agent and other team members to develop and execute the agency sales plan. The IAR sets and implements routines that allow the team to work together effectively to build strong relationships with clients and other team members that will lead to asset retention and increased sales. The IAR is an energetic professional who will grow the business through value-based conversations and remarkable customer experience.

**What will you do?**
- Develop Sales Leads
- Schedule Sales appointments
- Identify customer needs, recommend and sell market-appropriate products and services.
- Provide prompt, accurate, and friendly customer service - Service can include responding to inquiries regarding insurance availability, eligibility, coverage, policy changes, transfers, claim submissions and billing clarification.
- Work with the agent to establish and meet marketing goals

**What do you need to succeed?**

**Must-have**
- Sales experience preferred (outside or inside sales representative, retail sales associate, or telemarketing)
- Successful track record of meeting sales goals/quotas
- Excellent interpersonal skills
- Excellent communication skills - written, verbal, and listening
- Proactive problem solver and analytical thinker
- Dedicated to customer service
- Ability to multi-task and prioritize task
- Ability to present to potential customers

**Nice-to-have**
- OTL - Property & Casualty License (preferred or must be able to obtain)
- LLQP - Life License (preferred or must be able to obtain)
- Insurance industry experience

**WHAT'S IN IT FOR YOU?**

We thrive on the challenge to be our best, progressive to keep growing and working as a team to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

**A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.**
**We will compensate for the successful completion of the OTL.**
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- 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 agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees._

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