Support Barrie clients through insurance conversations using customer service, sales, and tailored Desjardins solutions. This full time position serves clients through calls and digital channels.

As an Account Manager with a Desjardins Agent, you will advise clients on insurance products and services. You will identify needs, develop leads, and resolve concerns. The work includes inbound and outbound service, policy inquiries, appointments, and billing clarification.

Key Responsibilities:

- Provide guidance on insurance products and tailored client solutions
- Deliver accurate inbound and outbound advice, service, and sales
- Address customer concerns and escalate appropriate matters
- Develop leads, schedule appointments, and identify customer needs




- Establish and meet marketing goals with the agent

Requirements:

- Preferred sales experience in inside, outside, retail, or telemarketing
- Preferred record meeting sales goals or quotas
- Excellent interpersonal, written, verbal, and listening skills
- Proactive problem-solving and ability to multitask
- Property and Casualty license preferred or obtainable

Represent Desjardins in Barrie by combining insurance guidance, sales activity, and dependable customer service for clients.

📌 Desjardins Insurance Account Manager (Barrie)
🏢 Aleem Ravji Insurance and Financial Services
📍 Barrie