Insurance Account Representative

Insurance Account Representative – Desjardins Agent Team Member

Location:

Liberty Village (Toronto)

Type:
Full Time

Position Overview:

We are launching a brand-new insurance agency in the heart of Liberty Village and are looking for ambitious, customer-focused professionals who want to be part of something exciting from the very beginning. This is a unique opportunity to join a growing team where your contributions will directly impact the success of the agency. If you're motivated to build a career with unlimited growth potential, helping people, enjoy building relationships, and want a career with unlimited earning potential, we'd love to meet you.

Whether you have insurance experience or are looking to start a new career, we provide the training, coaching, and support you need to succeed. Successful candidates will begin their employment through our corporate training program. During this period, you will receive comprehensive training in insurance sales, customer service, and agency operations. If required, you will receive support in obtaining your Ontario insurance licence, beginning with the OTL and progressing to the LLQP if applicable.

Responsibilities:

• Develop new business by building relationships within the community.
• Generate leads through networking, referrals, outbound calling, and marketing initiatives.
• Schedule appointments with prospective clients.
• Conduct insurance needs analyses and recommend appropriate insurance solutions.
• Prepare quotes for Auto, Home, Life, and Business Insurance products.
• Follow up with prospects and maintain an active sales pipeline.
• Provide exceptional customer service to new and existing clients.
• Assist clients with policy changes, renewals, billing inquiries, and claims support.
• Build long-term relationships through regular client contact and annual policy reviews.
• Achieve individual sales goals while contributing to the overall success of the agency.
• Maintain accurate client records and comply with industry standards and regulatory requirements.

Requirements:

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Eager to learn, grow professionally, and build a long-term career in the insurance industry
• Highly motivated and goal-oriented
• Successful track record of meeting sales goals/quotas preferred
• Ability to make presentations to potential customers
• Proactive in problem-solving
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• Dedicated to customer service
• Comfortable working in a fast-paced environment.
• Able to work independently while contributing to a team.
• Property & Casualty license (preferred/must be able to obtain)

You will be hired to work at The Person al Insurance Company (“The Person al”) 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 Desjardins Agent.

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