Insurance Account Representative at Desjardins
Liz Foxall - Desjardins Insurance Agent • kitchener, Canada
Role Description
Join Desjardins as an Insurance Account Representative in Kitchener and take charge of client relationships. This role focuses on insurance sales and customer service excellence.
In this full-time, permanent position, you will be responsible for managing a portfolio of insurance accounts, ensuring high levels of customer satisfaction while also identifying opportunities for upselling. The position requires strong communication skills and a results-driven mindset to meet sales goals and grow your career in this rewarding field.
Key Responsibilities:
• Deliver outstanding service to auto, home, commercial, and life insurance clients
• Manage an existing client account portfolio effectively
• Identify cross-sell and upsell opportunities in client interactions
• Conduct assessments and recommend policy coverage
• Maintain compliance standards and accurate client records
Requirements:
• Valid OTL or RIBO license for Property & Casualty Insurance
• LLQP license ...
In this full-time, permanent position, you will be responsible for managing a portfolio of insurance accounts, ensuring high levels of customer satisfaction while also identifying opportunities for upselling. The position requires strong communication skills and a results-driven mindset to meet sales goals and grow your career in this rewarding field.
Key Responsibilities:
• Deliver outstanding service to auto, home, commercial, and life insurance clients
• Manage an existing client account portfolio effectively
• Identify cross-sell and upsell opportunities in client interactions
• Conduct assessments and recommend policy coverage
• Maintain compliance standards and accurate client records
Requirements:
• Valid OTL or RIBO license for Property & Casualty Insurance
• LLQP license ...