Insurance Account Representative - Toronto, Canada - Concepts (GTA) Inc.

Concepts (GTA) Inc.

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Insurance Account Representative
**Full-time, in-office

Woodbridge, ON**A successful Insurance Company is seeking a qualified professional to join their winning team for the role of Insurance Account Representative. We seek an energetic professional interested in helping our business grow through valuebased conversations and remarkable customer experience. If you are a motivated selfstarter with strong interpersonal skills and can work well in a fastpaced environment, this is your opportunity for a rewarding career with growth potential.

Responsibilities:

Develop and generate leads, schedule appointments, identify customer needs, and market other appropriate products and services to our customers.
Ability to set and meet sales quotas
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Work with the agent and team to establish both sales and marketing goals
Answering phone calls, scheduling appointments, identifying customer needs, and marketing other appropriate products and services to our customers.
Provide prompt, accurate, and friendly customer service, which includes but is not limited to responding to inquiries

- regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.

Completing changes with a high degree of accuracy
Contact prospects and current policyholders for sales appointments.
Occasionally quote and sell property and casualty insurance.
Meet customer service goals and assist with marketing goals as directed by the agent

Requirements:

-
_LLQP an asset_:

- evaluating alternative sources of action and their likely outcomes, and selecting the best alternative.

Ability to pay close attention to detail and accuracy.
Ability to create and maintain business relationships with prospects and policyholders.
Proven track record of being punctual, trustworthy, dependable, and always acting ethically.
Ability to organize and act on several activities concurrently
Ability to multitask and work well under pressure
Knowledge of computer systems/software required, including Microsoft Office experience, an asset
Car with a valid G License

Compensation/Benefits: