Customer-Focused Insurance Advisor Barrie

Join Desjardins as an Insurance Account Representative in Barrie, where you'll provide exceptional customer service while developing leads and marketing products. If you're proactive and enjoy public interaction, this role is perfect for you.
As a full-time Insurance Account Representative, your primary responsibility will be to meet customer needs by scheduling appointments and identifying suitable products. Collaborate with the agent to achieve marketing goals while addressing inquiries related to insurance coverage, claims, and policy changes.
Key Responsibilities:
• Develop and nurture leads to schedule appointments
• Provide accurate, friendly customer service for inquiries
• Collaborate with agent to meet marketing objectives
• Respond effectively to policy change and billing questions
• Market appropriate products tailored to customer needs
Requirements:
• Prior sales experience is preferred
• Proven track record of meeting sales goals
• Strong i...