As a property and casualty insurance agent, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell general insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices. You promote and sell property and casualty coverage to business clients. You serve members and clients, analyze their needs, and use your persuasive skills to help them choose the right coverage. You meet sales goals and member/client needs and expectations while ensuring member/client satisfaction. You help develop and maintain personal business relationships that have development potential for your sector. You help develop solutions using your analytical skills and discipline-specific knowledge. The ability to learn quickly and use technology effectively is essential. You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into important agreements with clients. You also have many opportunities to establish and negotiate product and service terms. More specifically, you will be required to :
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
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