Insurance Account Representative Trainee

Insurance Account Representative

Desjardins Insurance Agency

Location: Oshawa, ON
Employment Type: Full-Time
Hours: 35 Hours Per Week
Training Compensation: $45,000 Annualized

Launch Your Career with Desjardins Insurance

Are you energetic, customer-focused, and ready to build a rewarding career in the insurance industry?

Our Desjardins Insurance Agency is seeking motivated individuals to join our team as Insurance Account
Representative Trainees in a fully paid 3-month training program. Through structured learning, hands-on
experience, mentorship, and personalized coaching, you will develop the skills, knowledge, and confidence
needed to succeed in a client-focused insurance role.

This opportunity is ideal for individuals who enjoy helping people, building relationships, and growing
professionally in a supportive and team-oriented environment.

Successful trainees will have the opportunity to transition into a permanent full-time Insurance Account
Representative position, providing a clear pathway to a long-term and rewarding career with our agency.

What You'll Do

• Participate fully in training sessions focused on Desjardins products and services, client service excellence,
sales and relationship-building techniques, and agency operations and processes.
• Provide professional customer service to existing and prospective clients in person and over the phone.
• Assist with policy inquiries, servicing, appointment scheduling, client follow-up activities, and administrative
support.
• Learn to identify client needs and recommend appropriate insurance solutions.
• Maintain accurate client records and support daily agency operations.
• Meet training milestones while embracing coaching, feedback, and continuous learning.

Who We’re Looking For

Preferred Qualifications
• Experience in client service, retail, hospitality, sales, banking, or office administration.
• High school diploma or equivalent; post-secondary education is an asset.
• Basic computer proficiency including Microsoft Office and web-based applications.
• Insurance or financial services experience is an asset but not required.

Key Skills & Attributes
• Excellent verbal and written communication skills.
• Strong interpersonal skills and professionalism.
• Ability to multitask in a fast-paced environment.
• Strong attention to detail and problem-solving abilities.
• Positive attitude, coachability, and commitment to growth.
• Ability to work independently and collaboratively.

Training & Development

Comprehensive onboarding, insurance fundamentals, product education, sales and relationship-building skills,
agency systems training, compliance education, personalized mentorship, performance coaching, and ongoing
development opportunities.

Career Opportunity

This program is designed to prepare high-potential candidates for a permanent Insurance Account
Representative role within the agency.

Individuals who successfully complete the training program and transition into a permanent position will have
access to:
• Competitive base salary
• Performance-based bonus opportunities
• Commission and incentive earnings
• Ongoing professional development and mentorship
• Career advancement opportunities

What We Offer

• Paid full-time training at an annualized salary of $45,000
• Comprehensive insurance and product education
• Structured onboarding and professional development
• One-on-one mentorship and ongoing coaching
• Hands-on client service and sales experience
• Supportive, collaborative team environment
• Opportunity to secure a permanent full-time Insurance Account Representative position upon successful
completion of the program

Eligibility Requirement

Candidates must be legally eligible to work in Canada.

Important Information

You will be hired to work at The Personal Insurance Company ("The Personal") for a period of up to 90 days to
allow you to complete training and licensing.

If training and licensing are successfully completed, you will be considered for employment with an independent
contractor for a Desjardins Agent.

We welcome applications from people with disabilities. Accommodations are available upon request for
applicants in all aspects of the recruitment process.

Start Your Career with Desjardins Insurance

If you are motivated to learn, passionate about helping people, and eager to build a long-term career in a
professional and supportive environment, we encourage you to apply.

Take the first step toward a rewarding career with Desjardins Insurance today.