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P&C Insurance Agent
Desjardins. Serve members and clients, assess their needs, analyze risks, promote insurance products and help members and clients choose coverage .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in promoting and selling property and casualty insurance products while effectively assessing client needs and analyzing risks. Proficient in developing business relationships and achieving sales goals, with a strong focus on customer satisfaction.
Highest-signal resume keywords
Property And Casualty Insurance SalesClient Relationship ManagementRisk AnalysisExpert Proficiency In FrenchBusiness Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance Contract PreparationUnderwriting AnalysisSales Goal AchievementQuote PreparationContract Renewal
Soft Skills
Customer FocusAction OrientedPersuasionNimble LearningBusiness Insight
Tools & Technologies
Insurance SoftwareCRM Systems
Industry Keywords
Insurance ProductsBusiness PartnershipsDistribution ChannelsMember Satisfaction
About the role
Key responsibilities & impact- Serve members and clients, assess their needs, analyze risks, promote insurance products and help members and clients choose coverage
- Prepare quotes and issue insurance contracts
- Analyze special underwriting files and make recommendations to practitioners
- Respond to information requests, amend and renew contracts, and follow up as needed
- Develop business partnerships to generate referrals
- Develop and maintain business relationships with members, clients, and business partners
- Promote and sell property and casualty insurance coverage and related products through multiple distribution channels
- Meet sales goals and member/client needs while ensuring satisfaction
- Advise and assist current and potential members and clients
- Represent Desjardins and negotiate product and service terms with clients
Requirements
What you’ll need- College diploma in a related field
- A minimum of three years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Expert proficiency of French
- Available to work some evenings and Saturdays on a rotating basis
- Ability to learn quickly and use technology effectively
- Action oriented, Business insight, Customer Focus, Differences, Nimble learning, Persuades, Tech savvy
Benefits
Comp & perks- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
- Recruitment-process and job accommodations available at any stage