Insurance Account Representative

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Insurance Account Representative - Desjardins Insurance

Steve Marchese, Agent - 2430 Bank Street, Suit 209.  www.ottawainsurance.com

An established and successful Desjardins Insurance Agency is seeking energetic professionals to join their winning team. If you are a motivated self-starter who enjoys providing fantastic customer service in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Main responsibilities

  • Providing world-class customer service to our clients - changes to existing accounts, underwriting tasks, and answering questions.
  • Building relationships with clients, prospecting for new clients, probing to discover needs, closing sales for all lines (auto, fire, health, life, bank) and asking for referrals.
  • Conducting insurance and financial service reviews for clients.
  • Answer incoming calls / help walk-ins - provide service, quotes, book appointments
  • Identifying marketing opportunities to increase sales on specific products, and probe to uncover needs and determine ways to fill them.

Qualifications

  • Post-secondary education is an asset
  • Excellent customer service
  • Ability to work successfully in a team environment
  • Multi-tasking abilities
  • Excellent communication skills 
  • Must be able to obtain OTL (Other Than Life) license 

We Offer

  • The compensation package is based on credentials and experience with a generous salary plus commission and annual bonus.  The range is between $38,000 - $80,000 /year.
  • Potential for limitless growth. 
  • Support and sponsorship of LLQP / OTL and financial licensing courses. 
  • A great working atmosphere. 
  • 100% paid group benefit plan.
  • One of the best and most flexible compensation packages in the industry.