Insurance Account Representative

Insurance Account Representative - Desjardins Agent Team Member

Type: Full Time

Position Overview:

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered YES to these questions, working for a Desjardins Agent may be the career for you!

Responsibilities:

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
• Work with the Agent to establish and meet marketing goals.

Requirements:

• Sales experience (outside sales representative or inside sales representative, retail sales associate, or telemarketing) preferred.
• Successful track record of meeting sales goals/quotas preferred.
• Excellent interpersonal skills.
• Excellent communication skills - written, verbal and listening.
• Proactive in problem-solving.
• Dedicated to customer service.
• Ability to multi-task.
• Ability to make presentations to potential customers.
• Property & Casualty license (preferred/must be able to obtain).