Insurance Account Manager - Desjardins Agent Team Member

Location: Richmond Hill
Type: Full Time

Position Overview:

Are you a motivated individual with a passion for sales and customer service? We are seeking a dynamic Insurance Account Manager to join our Desjardins Agent's team. In this role, you will be instrumental in growing the agency by developing new leads, building strong customer relationships, and delivering tailored insurance solutions.

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 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)
• Life License (LLQP) (preferred/must be able to obtain)
• fluent in both English and Chinese (asset)

Base Salary: $46,000+ per year based on experience

You will be hired to work at The Personal Insurance Company (“The Personal”) for a period of up to 90 days to allow you to complete training and licensing. If training and licensing are successfully completed, you will be considered for employment with an independent contractor, Desjardins Agent.

We welcome applications from people with disabilities. Accommodation is available upon request for applicants in all aspects of the recruitment process.