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Patricia Velasco Insurance & Financial Services Ltd
Insurance Account ManagerPatricia Velasco Insurance & Financial Services Ltd • Oakville, Ontario, Canada
Insurance Account Manager

Insurance Account Manager

Patricia Velasco Insurance & Financial Services Ltd • Oakville, Ontario, Canada
30+ days ago
Job type
  • Full-time
Job description

Insurance Account Manager - Desjardins Agent Team Member

Location: Oakville
Type: Full Time

Position Overview:

Are you a driven sales professional who thrives on building relationships and closing business? Do you excel in fast-paced environments where your results directly impact your earning potential? If so, a career with a Desjardins independent agent could be the perfect next step.

We are seeking a high‑energy, sales‑focused Insurance Account Manager who is passionate about growth, delivering exceptional customer experiences, and maximizing every opportunity. In this role, your primary mission is to drive new business through consultative selling and solutions-based conversations—while helping clients protect what matters most.

If you are a motivated self‑starter with strong sales instincts and a competitive mindset, this role offers excellent income potential, uncapped commissions, and long-term career growth.

Responsibilities:

  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
  • Work with the agent to establish and meet marketing goals.
  • Provide Home, Auto, Life and Commercial Insurance Solutons for clients

Requirements:

  • LLQP
  • Property & Casualty license (preferred/must be able to obtain)
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals/quotas preferred
  • Excellent interpersonal skills
  • Excellent communication skills - written, verbal and listening
  • Proactive in problem-solving
  • Dedicated to customer service
  • Ability to multi-task and work in a team environment
  • Ability to make presentations to potential customers
  • Time management skills

Competitive compensation package with salary, uncapped commission, vacation and personal days, benefits.

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

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Insurance Account Manager • Oakville, Ontario, Canada

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