Client-Focused Insurance Account Representative

Elevate your career with a Client-Focused Insurance Account Representative role in Kitchener. Utilize your insurance sales and customer service skills to manage existing accounts and grow client relationships.
This full-time, permanent position involves managing a portfolio of insurance accounts while providing exceptional service to existing clients. You will play a crucial role in identifying cross-selling and upselling opportunities while conducting needs assessments. The ideal candidate excels in communication and is self-motivated to meet sales targets and retention goals.
Key Responsibilities:
• Provide exceptional customer service to various insurance clients
• Manage and grow an extensive portfolio of insurance accounts
• Identify opportunities for cross-selling and upselling products
• Conduct needs assessments to recommend appropriate coverage
• Maintain accurate client records following compliance standards
Requirements:
• OTL or RIBO license in Pr...