Insurance Account Representative

at  Ali Velji Desjardins Insurance Agent

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.

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)

• 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