Join our dynamic team as an Insurance Account Representative dedicated to providing exceptional insurance solutions. In this role, you will engage with clients to understand their needs, offer insurance products, and build lasting relationships.
Responsibilities
Identify customer needs by conducting thorough analysis and offering tailored insurance solutions.
Develop and maintain solid relationships with clients by providing excellent customer service.
Utilize marketing strategies to attract recent clients, provide quotes and complete applications.
Handle sales administration tasks such as processing policies, modifications and endorsements, billing, updating client records, and managing documentation efficiently.
Requirements
Have successfully completed the General Insurance Level 1 exam
Solid analysis and communication skills to assess client needs and recommend appropriate insurance solutions.
Multilingual abilities are highly valued; fluency in or bilingual proficiency is preferred.
Knowledge of insurance sales processes and marketing techniques is a plus.
Demonstrated customer service excellence with a proactive attitude toward client engagement.
Ability to work independently while collaborating within a team setting to achieve shared goals.
This role is perfect for motivated individuals eager to grow their career in insurance sales. If you thrive in energetic environments where your communication and analytic skills can shine, we want to hear from you!
Pay: $45,000.00-$69,600.00 per year
Application question(s):
Have you completed the General Insurance Level 1 exam?
Education:
Secondary School (preferred)
Work Location: In person
📌 Insurance Account Representative Desjardins Agent Team Member Edmonton
🏢 Tan Dang Insurance Agency
📍 Edmonton
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