Position Overview

Successful Desjardins Insurance Agent is seeking a qualified professional to join their winning team for the role of Office Manager - Desjardins Insurance Agent Team Member (insurance sales and management experience required). We seek 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.

Work with the agent to establish and meet marketing goals.

Maintain a strong work ethic with a total commitment to success each and every day.

Establishes personalized telephone contact with the client. Creates a climate of trust conducive to the sale of a home, auto, business or financial services insurance policies.

Educates and advises our clients on our products, while adhering to the company's underwriting policies.

Seizes all sales opportunities, solicitation and product offers.

Use a customer-focused, needs-based review process to educate customers about insurance options.

Maintain a strong work ethic with a total commitment to success each and every day.

Manage a team at our insurance office to maximize growth and customer satisfaction.

As an Agent Office Manager, you will receive...

Salary plus commission/bonus

Paid time off (vacation and personal/sick days)

Valuable experience

Growth potential/Opportunity for advancement within my offices

Requirements

Fluent in Word, Excel, Outlook and PowerPoint.

Knowledge within the insurance industry.

Excellent computer, interpersonal and communication skills.

Attention to detail and ability to explain complex information to clients.

Ability to analyze data and provide appropriate advice.

Ability to follow all regulatory and compliance requirements.

Successful track record of selling P&C insurance, life and living benefits products and meeting sales goals/quotas preferred

Interest in marketing products and services based on customer needs

Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams

Self-motivated

Detail oriented

Proactive in problem solving

Provide timely and thorough activity reports to agent

Ability to assess customer needs and conduct effective interviews

Ability to effectively relate to a customer

Property & Casualty license (OTL-must have)

Life & Health license (LLQP-must have)

Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education

Qualifications:

Bachelor degree in business, finance or related field.

3-5 years sales experience.

3 years management experience

5 years in the insurance industry.

Knowledge of financial documents.

Currently OTL and LLQP licensed

Qualifications to be employees of a Desjardins Insurance agent in Canada are established by each independent contractor agent and may require successful completion of licensing requirements and training programs. Desjardins Insurance agents are independent contractors who hire their own employees. Desjardins Insurance agents’ employees are not employees of Desjardins Insurance or Certas Home and Auto Insurance Company or Desjardins Financial Security Life Assurance Company or any of its affiliates.

Dan Vacca - Desjardins Insurance Agent Ready to Launch Your Career?

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised of results-oriented individuals that are serious about their development. If you are self-motivated, and have a desire to win and achieve results, please consider joining our team.

About Our Agency

We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, and Health Insurance.

Our offices are located in Thornhill and Markham, Ontario

I have been an agent since 2010.

Our agency has received numerous awards including: Ambassador Travel, Chairman's Circle, SVP Council, Legion of Honor, and Bronze Tablet

If you want a career, not a job, then we encourage you to apply.