Insurance Sales Representative
Karen Logan-Hartle Insurance Agency Inc.
Collingwood, Ontario, Canada
5d ago

Insurance Sales Representative - Desjardins Insurance Agent Team Member

Location : Collingwood, ON

Position Overview :

Karen Logan-Hartle Insurance Agency Inc., is looking for a new enthusiastic, full-time, team member, with lots of energy, who is comfortable with office work and dealing with clients / sales.

For over 33 years, we have been an established insurance office, located in Collingwood, Ontario. Our office helps customers with their Property and Casualty Insurance, along with Financial Service needs, including Home Insurance, Life Insurance, Retirement Planning, Business Insurance and Renters Insurance.

Responsibilities :

  • Mainly be a Life Insurance Specialist, but also able to provide some Property & Casualty Support.
  • Establish customer relationships and follow-up with customers as needed.
  • Provide prompt, accurate, and friendly customer service which can include responding to inquiries regarding insurance availability, eligibility, coverage, policy changes, transfers, claim guidance, and billing clarifications.
  • Develop leads, schedule appointments, identify customer needs, provide accurate quotes and market appropriate products and services for Life Prospects
  • Continuous learning to keep up-to-date in the ever changing Insurance Industry.
  • Qualifications and Skills :

  • Life License (must have or must be able to obtain; ALL training and licensing expenses paid for )
  • Property and Casualty license (have or must be able to obtain; ALL training and licensing expenses paid for )
  • Having a Mutual Fund License will be an asset
  • Sales Experience will be a valued asset
  • Able to multi-task effectively / Detail oriented with good organizational skills
  • Comfortable on the phone with a warm and pleasant telephone manner
  • Friendly, positive, optimistic and upbeat attitude / Confident, approachable and outgoing
  • Excellent communication skills, good conversationalist
  • An attentive, empathic listener able to understand and share the feelings of others
  • Able to work independently and as part of a team
  • Self-Motivated and Proactive in problem solving
  • Able to learn computer functions / Proficient in Microsoft Office-Outlook, Word and Excel
  • Pride in getting work done accurately and timely
  • Sociable and social media savvy
  • Still Reading?! I Truly Care about My Team Members! You’ll enjoy :

  • Hourly / Salary + Production Bonus Income Available Monthly with No Limit
  • Other Great Bonus Opportunities, that add-up quickly, available throughout the year, Individually and as a Team!
  • Work-life Balance & Office Well-Being
  • Office Celebrations such as off early on Fridays in the summer, due to the previous year's achievements
  • Paid Time Off (Vacation and Personal / Sick Days)
  • Team Handbook with More Benefits Available!
  • Life Insurance & Financial Service Specialist is available March 2020.

    After all resumes are reviewed, possible candidates will be contacted regarding the next steps in the interview process. I thank everyone ahead of time for their interest.

    These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries.

    This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

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