Insurance Account Representative (Canada)

Insurance Account Representative (Canada)

17 Sep
|
Desjardins Insurance - Khalil Insurance Agency
|
Canada

17 Sep

Desjardins Insurance - Khalil Insurance Agency

Canada

Overview
We are seeking a dynamic and customer-focused Insurance Account Representative to join our team. This role involves engaging with clients to understand their insurance needs, providing tailored solutions, and fostering long-term relationships. Ideal candidates will possess strong communication skills, sales experience, and the ability to work effectively in a fast-paced environment. Bilingual abilities, particularly in French or Arabic highly valued to better serve our diverse client base. This position offers opportunities for professional growth within the insurance industry and requires a proactive approach to customer service and sales.

Duties

- Develop recent client relationships through outside sales efforts and community engagement
- Manage retail sales channels to promote insurance products and services
- Conduct telemarketing campaigns to generate leads and follow up with prospective clients
- Provide exceptional customer service by addressing client inquiries, explaining policy options, and assisting with claims processes
- Analyze client needs to recommend appropriate insurance coverage options
- Negotiate policy terms and premiums to meet client expectations while aligning with company guidelines
- Assist with marketing initiatives to expand brand awareness and attract new customers
- Handle sales administration tasks including documentation, policy processing, and record keeping
- Maintain ongoing communication with clients to ensure satisfaction and retention





Requirements

- Proven experience in outside sales, retail sales, or insurance sales preferred
- Strong communication skills, both verbal and written; bilingual in french or arabic is highly desirable
- Excellent analysis skills to assess client needs and recommend suitable policies
- Ability to negotiate effectively and close sales confidently
- Customer service orientation with a professional demeanor
- Experience with telemarketing or marketing strategies is a plus
- Demonstrated ability to work independently and as part of a team in a fast-paced environment
- Strong organizational skills for managing sales administration tasks
- Multilingual abilities are considered an asset for serving diverse communities

This role is ideal for motivated individuals passionate about helping others secure their financial future through insurance solutions. Candidates should be proactive, personable, and eager to grow within the insurance industry. If you do not have an OTL, RIBO, or equivalent Insurance license, you must be able to obtain the OTL license. Licensing and training fees will be covered by employer.

This position is a full-time position that comes with a salary, benefits, and commission based on sales.

Job Type: Full-time

Pay: $50,000.00-$75,000.00 per year

Perks:

- Dental care
- Extended health care
- Paid time off

Licence/Certification:

- Insurance License (preferred)

Work Location: In person

📌 Insurance Account Representative (Canada)
🏢 Desjardins Insurance - Khalil Insurance Agency
📍 Canada

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