Insurance Account Specialist

Desjardins Agent Team Member

Location: 28 Sousa Mendes St, 2nd Floor, Toronto, ON M6P 0B2
Job Type: Full Time
Compensation: Competitive Base Salary $45,500K to $60,000K per year + Commission

Are you confident, outgoing, and motivated by building relationships and achieving results?

Do you enjoy talking with people, understanding their needs, and helping them make important insurance decisions?

We are looking for an Insurance Account Specialist to join our growing Desjardins Insurance Agency. This is an excellent opportunity for an experienced insurance professional who enjoys both sales and customer service and wants to build a rewarding long term career in insurance and financial services.

In this role, you will have the opportunity to develop relationships with new and existing clients, identify opportunities to meet their insurance needs, and play an important role in growing our Life Insurance business.

• Develop your own leads, build a pipeline, and schedule appointments with prospective clients.

• Meet with clients to understand their needs and recommend appropriate insurance solutions.

• Drive Life Insurance sales through proactive conversations, referrals, follow up, and relationship building.

• Educate clients about available insurance products and clearly explain their options.

• Provide exceptional service to existing clients, including support with coverage questions, policy changes, billing, claims, and eligibility.

• Follow up consistently with prospects and clients to build trust and move opportunities forward.

• Identify additional insurance opportunities by understanding the changing needs of clients and their families.

• Maintain accurate client records, documentation, and follow up activities.

• Work closely with the Agent and team to achieve office sales, service, and marketing goals.

You may be a great fit for this role if you are:

• Motivated by achieving goals and building a successful insurance career.

• Comfortable having proactive conversations with clients and prospects.

• Confident generating your own leads and developing new business opportunities.

• Passionate about helping clients and building long term relationships.

• Organized, dependable, and highly attentive to detail.

• Comfortable working independently while also contributing to a collaborative team.

• Professional, positive, and confident communicating by phone, email, and in person.

• Open to coaching, continuous learning, and professional development.

Life Insurance production is a core expectation of this position and an important measure of success.

This role is well suited to someone who enjoys sales, is comfortable working toward production goals, and is motivated by the opportunity to increase their earnings through performance.

• LLQP and OTL licenses are required.

• Previous insurance or sales experience is preferred.

• Experience in insurance, financial services, retail sales, inside sales, outside sales, or telemarketing is an asset.

• Strong communication, presentation, relationship building, and follow up skills.

• Excellent organizational skills and attention to detail.

• Ability to manage multiple priorities in a fast paced environment.

• Ability and willingness to source your own leads.

• Strong work ethic, professionalism, and a results driven mindset.

We are especially interested in candidates who can communicate with clients in additional languages.

Candidates who speak any of the following are strongly encouraged to apply:

• Portuguese

• Spanish

• Russian

• Italian

• Cantonese

• Mandarin

• Tagalog

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