Insurance Account Manager - Personal Lines Sales

Job summary

The account manager will effectively communicate insurance products to clients while managing risk and meeting monthly sales targets. They are responsible for maintaining accuracy in documentation and providing extraordinary customer service.

Job details

Benefits: Paid time off Training & development Bonus based on performance We are an Independently owned Desjardins agency and have been recognized as one of the top performing agencies in Canada. We hire people who use their skills and passion at work because our customers deserve to interact with us at our best. They trust us to help them and their families, and we do our absolute best for them. If you are up for the task, we are interested in you. Choose a career with Desjardins and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and satisfaction. Preferred But Not Required · Other Than Life (OTL) License or Registered Insurance Brokers of Ontario (RIBO) License · Sales experience Job Responsibilities Effectively communicating Insurance products to clients Meet deadlines with accuracy and thoroughness Knowledge of Insurance products and how they help people manage their risks Reaching monthly sales targets Qualifications and Experience LLQP License preferred but not required at the time of interview Proficient in Microsoft Office: Word, Excel, and Outlook Sales experience preferred Excellent communication, written, verbal and listening skills Self-motivated, goal oriented and enthusiastic Diligent and hardworking Proactive in problem solving Ability to work in a team environment. Professional demeanor and extraordinary customer service skills Benefits of Working with Us Competitive Salary ($55,000 to start) Work-life Balance (4-day work week available once training is complete) 3 weeks’ vacation to start plus sick days. Abundance of growth opportunities Year End bonuses Are you customer-focused, high energy, and results oriented? Do you enjoy working with the public? If you answered yes to these questions, then working for a Desjardins Agent is the career for you! Desjardins is a leading provider of Auto, Home, Commercial and Life insurance in Canada, with the passion to become the customer's first and best choice in the products and services we provide. Training will be provided for the licensed candidate. This is a Full-time position within a Desjardins Insurance Agency in Burlington, this is not a remote role. We thank all applicants for their interest, however, only those selected for interview will be contacted.

What you’ll do

The account manager will effectively communicate insurance products to clients while managing risk and meeting monthly sales targets. They are responsible for maintaining accuracy in documentation and providing extraordinary customer service.

Requirements

Candidates should possess strong communication skills and proficiency in Microsoft Office, with sales experience being preferred. While not required at the time of interview, holding an OTL, RIBO, or LLQP license is highly desirable.

Benefits

• Paid time off • Training and development • Performance bonus • Competitive salary • Work-life balance • Sick days • Growth opportunities • Year end bonuses

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Teamwork · Preferred
• Problem solving · Preferred
• Microsoft Excel · Preferred
• Communication · Preferred
• Microsoft Office · Preferred
• Microsoft Word · Preferred
• Microsoft Outlook · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Insurance sales
• Communication
• Customer service
• Microsoft Office
• Word
• Excel
• Outlook
• Problem solving
• Goal oriented
• Teamwork
• Time management
• Risk management
• Energetic
• Professionalism
• Ability To Meet Deadlines
• Time Off Management
• Self-Motivation
• Microsoft Word
• Microsoft Excel
• Customer Service
• Sales
• Problem Solving
• Listening Skills
• Microsoft Outlook
• Enthusiasm
• Goal-Oriented

Job areas

• Sales
• Customer Service & Support
• Finance & Accounting
• Personal Lines Insurance Account Manager
• Insurance Customer Service Representative
• Insurance Representatives
• Customer Service Representatives