Independent Insurance Agent with Desjardins selling auto, property, and life insurance. Responsible for recruiting and leading a professional team while maintaining client relationships.
About the role
- Insurance Agent providing insurance guidance and support to clients for Entrata's insurance products. Engaging in a fast-paced environment to build strong client relationships and develop tailored solutions.
Responsibilities
- Develop and maintain strong relationships with policyholders in a fast-paced sales environment.
- Take incoming lead calls to address customer needs with tailored solutions.
- Stay informed about company insurance products, updating knowledge regularly.
- Obtain and maintain Property & Casualty and Life insurance licenses.
- Respond to customer inquiries via phone, email, and chat.
- Assist with policy updates, renewals, and claims inquiries.
- Maintain accurate records of customer interactions and policy updates.
- Follow established procedures and guidelines for compliance.
- Collaborate with internal teams to resolve complex issues.
Requirements
- Resident Insurance Producer License (may be obtained after offer, but before starting).
- Demonstrates success in cross-selling insurance products and maintaining an assigned book of business.
- Excellent communication and presentation skills.
- Proven track record of meeting or exceeding sales targets.
- Proficiency in computer applications, including Microsoft Office.
- Exceptional analytical and problem-solving abilities.
- Ability to work independently and in a team environment.
- Attention to detail and strong organizational skills.
Benefits
- Flexible and transparent culture with remote and hybrid work options
- Generous vacation time and frequent company recharge days for work-life balance.
- Comprehensive medical, dental, and vision coverage, including fertility benefits.
- HSA/FSA options and employer-paid disability benefits provided.
- Access to 401(k) or similar retirement plans with employer matching.
- Wellness initiatives promoting physical and mental well-being.
- Family-centric leave policies supporting new parents.
- Entrata Cares programs offering opportunities for volunteerism and charity events.
- Exclusive Previ cell phone plan and discounts on services.
- Bi-annual swag drops for employees.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Technical leader in Sterility Assurance managing sterilization processes and compliance at Terumo Medical Corporation. Collaborating with cross - functional teams and mentoring staff for improved outcomes.
Agency Owner leading a local Allstate insurance agency with full autonomy and support. Drive sales, manage operations, and build customer relationships in your community.
Start your own agency as an Allstate agency owner in Massachusetts. Lead a business backed by a recognized brand with equity ownership and support.
Advisor Insurance Onboarding & Transitions Specialist responsible for onboarding new insurance advisors. Managing transitions and compliance related to advisor onboarding processes at Manulife.
Inside Wholesaler responsible for cultivating and maintaining relationships with RBC Insurance Brokers. Collaborating with Sales Consultants to achieve sales plans and develop producer acquisition strategies.
Licensed Insurance Advisor providing trusted insurance advice for home and auto solutions at RBC. Focused on delivering excellent client experience while achieving sales goals.
Life, Health & Wealth Advisor providing comprehensive insurance and financial advice at RBC Insurance. Building client relationships through business development, networking, and effective opportunity spotting.
Verzekeringsadviseur Agrarisch developing sustainable relationships with agricultural clients. Responsible for acquiring new clients while maintaining existing accounts in the Noord - Oost region.
Insurance and Senior Services Coordinator responsible for enrollment into senior - related insurance policies and providing client support. Maintaining databases and planning community programs for seniors while delivering exceptional customer service.