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Insurance Account Representative

Ali Velji - Desjardins Insurance Agent - 5 Jobs
Calgary, AB
Full-time
Entry Level
Company Benefits
Health Insurance
Paid Time Off
Posted yesterday

Insurance Account Representative - Desjardins Agent Team Member

Location: NW Calgary
Type: Full Time

About us:

Ali Velji Insurance is a leading insurance provider committed to offering comprehensive coverage and exceptional customer service. With a strong focus on building long-term relationships, we strive to provide our clients with tailored insurance solutions that meet their unique needs. Join our dynamic team and contribute to our mission of protecting individuals, families, and businesses.

Job Description:

We are seeking a highly motivated and results-driven Insurance Sales Representative to join our team. As an Insurance Sales Representative, you will be responsible for generating new business opportunities, building and maintaining client relationships, and providing exceptional customer service. This role requires a strong sales background, excellent communication skills, and a passion for helping others.

Responsibilities:

  • Generate leads and actively seek out new business opportunities through various channels, including cold calling, networking, and referrals
  • Conduct thorough needs analysis to understand clients' insurance requirements and recommend suitable coverage options
  • Present and explain insurance policies to potential clients, ensuring they understand the terms and conditions, coverage limits, and exclusions
  • Customize insurance programs to meet clients' specific needs and budget constraints
  • Maintain accurate records of all sales activities, including prospecting efforts, sales presentations, and follow-ups
  • Build and maintain strong relationships with clients, providing ongoing support and addressing any inquiries or concerns
  • Stay up-to-date with industry trends, product knowledge, and regulatory changes to effectively advise clients on insurance options
  • Collaborate with team members to achieve sales targets and contribute to the overall growth of the company

Requirements:

  • Level 1 Alberta General Insurance License
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals/quotas preferred
  • Excellent interpersonal skills
  • Excellent communication skills - written, verbal and listening
  • Proactive in problem-solving
  • Dedicated to customer service
  • Ability to multi-task
  • Ability to make presentations to potential customers
  • LLQP License (preferred/must be able to obtain)

Benefits:

  • Competitive base salary plus commission structure
  • Comprehensive health insurance plan
  • Paid time off and holidays
  • Ongoing training and professional development opportunities
  • Collaborative and supportive work environment

How to Apply:

If you are a motivated individual with a passion for sales and helping others, we would love to hear from you. Please submit your resume and a cover letter outlining your relevant experience and why you are interested in joining our team. Only qualified candidates will be contacted for an interview.

Ali Velji Insurance is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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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