Patricia Velasco Insurance & Financial Services Ltd
Insurance Account Representative
Job Description
Insurance Account Representative - Desjardins Agent Team Member
Location: Oakville/Mississauga
Type: Full Time
Position Overview
Join our dynamic team as an Insurance Account Representative! We are seeking an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- 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 to establish and me...
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