Insurance Account Representative

Insurance Account Representative focuses on schedule appointments, and identify customer needs to recommend appropriate products and services.

What the role involves

• Schedule appointments, and identify customer needs to recommend appropriate products and services.
• Delivering prompt, accurate, and friendly customer service, including inquiries on coverage, policy changes, claims, and billing.
• Maintaining strong, long-term client relationships.
• Contribute to achieving agency goals and team success.
• Sales experience (inside/outside sales, retail).
• Proven track record of meeting sales goals/quotas.

Skills and requirements

• Life Insurance license (preferred or ability to obtain).
• Be part of a respected agency with deep roots in the Bancroft community.
• Work in a supportive, collaborative environment with experienced professionals.
• Opportunity to grow your career and make a meaningful impact.

Confirmed role details

• Type: Full Time, In-Office.

Additional role context

• Join our Desjardins Agency in Bancroft, proudly serving the community for over 35 years.
• We’re committed to continuing our tradition of exceptional service while embracing fresh ideas and innovation.