Job Description
Insurance Account Representative - Desjardins Agent Team Member
Location:
Type: Full Time
Position Overview:
A successful Desjardins Agent is seeking a qualified professional to join a winning team for the role of Insurance Account Representative - Desjardins Agent Team Member. Ideally, you are an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
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
General Level 1 license
LLQP (must be willing to obtain if not already)
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.
Location:
Type: Full Time
Position Overview:
A successful Desjardins Agent is seeking a qualified professional to join a winning team for the role of Insurance Account Representative - Desjardins Agent Team Member. Ideally, you are an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
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
General Level 1 license
LLQP (must be willing to obtain if not already)
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.
💡 Quick Summary
Seeking a career-building opportunity? The Insurance Account Representative position is now open for candidates interested in the Customer Care sector. This role in Edmonton offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Customer Care is a plus.
