Insurance Customer Service Representative

Insurance Customer Service and Sales Representative - Desjardins Insurance Agent Team Member

Location : Richmond Hill

Type : Full Time / Part Time

Position Overview :

Successful Desjardins Insurance Agent is seeking a qualified professional to join their winning team for the role of Customer Service and Sales Representative.

We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience.

If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

The Customer Service and Sales Representative role is a full-time (part-time) on-site role located in Richmond Hill, ON.

The Insurance Customer Service and Sales Representative will be responsible for conducting sales activity and managing client accounts, providing exceptional customer service, communicating with clients to identify their needs and provide solutions.

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, etc.
• Work with the agent to establish and meet marketing goals.

Requirements :

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals / quotas preferred
• Property & Casualty license or LLQP (or both), or ability to obtain
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• Proactive in problem-solving
• Dedicated to customer service
• Ability to multi-task
• Ability to make presentations to potential customers
• Knowledge of insurance industry practices and regulations is a plus
• Diploma or degree in business, finance, or related field is preferred.
• Bilingual skills are preferred. Speaking Mandarin or Cantonese is a plus.

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

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.