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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 selling general insurance products and services, with a strong focus on customer satisfaction and relationship management. Proficient in analyzing risks and developing tailored solutions for clients while maintaining compliance with industry standards.
Highest-signal resume keywords
General Insurance SalesRisk AnalysisClient Relationship ManagementFrench ProficiencyBusiness 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 AnalysisQuote IssuanceProperty and Casualty CoverageSales Goal Achievement
Soft Skills
Customer FocusAction OrientedPersuasionNimble LearningBusiness Insight
Certifications & Qualifications
College Diploma in Related Field
Industry Keywords
Insurance ProductsBusiness PartnershipsMember SatisfactionDistribution ChannelsContract Negotiation
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
- Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
- Sell general insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices
- Promote and sell property and casualty coverage to business clients
- Meet sales goals and member/client needs and expectations while ensuring member/client satisfaction
- Develop and maintain personal business relationships that have development potential for the sector
- Develop solutions using analytical skills and discipline-specific knowledge
- Advise and assist current and potential members and clients
- Represent Desjardins and enter the organization into important agreements with clients
- Establish and negotiate product and service terms
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