Patricia Velasco Insurance & Financial Services Ltd

Insurance Account Representative

📍 Location
oakville, on
⏰ Job Type
Full-time
📅 Posted
June 14, 2026

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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