Help colleagues manage their agenda and emails. * Be attentive to the needs of members and clients ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...
Help colleagues manage their agenda and emails. * Be attentive to the needs of members and clients ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...
Work with the advisor to manage member and client files: open accounts, prepare meetings and ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...
New
Work with the advisor to manage member and client files: open accounts, prepare meetings and ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...
New
FCT provides industry-leading title insurance, default solutions and other real estate related ... Manage, as directed by the lender's representative, issues and discrepancies related to titles ...
FCT provides industry-leading title insurance, default solutions and other real estate related ... Manage, as directed by the lender's representative, issues and discrepancies related to titles ...
FCT provides industry-leading title insurance, default solutions and other real estate related ... Manage, as directed by the lender's representative, issues and discrepancies related to titles ...
FCT provides industry-leading title insurance, default solutions and other real estate related ... Manage, as directed by the lender's representative, issues and discrepancies related to titles ...
Help colleagues manage their agenda and emails. * Be attentive to the needs of members and clients ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...
Help colleagues manage their agenda and emails. * Be attentive to the needs of members and clients ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...
Adhere to compliance, security and risk management rules. What we offer* * Competitive salary and ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...
Adhere to compliance, security and risk management rules. What we offer* * Competitive salary and ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...
Adhere to compliance, security and risk management rules. What we offer* * Competitive salary and ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...
Adhere to compliance, security and risk management rules. What we offer* * Competitive salary and ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...
Financial services jobs
Chibougamau, QC · On-site
Temporary on-call member/client experience agent What you'll do: Support members and clients by ... Wealth management advisor What you'll do: Help members by developing strategies and offering ...
Financial services jobs
Chibougamau, QC · On-site
Temporary on-call member/client experience agent What you'll do: Support members and clients by ... Wealth management advisor What you'll do: Help members by developing strategies and offering ...
Ability to manage priorities and meet deadlines. * Strong analytical and problem-solving skills ... Group insurance plan * Retirement savings plan * Personal days * Flexible work schedule
Ability to manage priorities and meet deadlines. * Strong analytical and problem-solving skills ... Group insurance plan * Retirement savings plan * Personal days * Flexible work schedule
Ability to manage priorities and meet deadlines. Strong analytical and problem-solving skills ... Benefits Group insurance plan Retirement savings plan Personal days Flexible work schedule
Ability to manage priorities and meet deadlines. Strong analytical and problem-solving skills ... Benefits Group insurance plan Retirement savings plan Personal days Flexible work schedule
Adhere to compliance, security and risk management rules. What we offer* * Competitive salary and ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...
Adhere to compliance, security and risk management rules. What we offer* * Competitive salary and ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...
Adhere to compliance, security and risk management rules. What we offer* * Competitive salary and ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...
Adhere to compliance, security and risk management rules. What we offer* * Competitive salary and ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...
Senior Architect - Salesforce
Quebec, QC · Hybrid
CA$120K - CA$160K/yr
... automation, agent assistance, and conversational experiences integrated with the Salesforce ... core insurance, content management, marketing, and custom APIs) using REST/SOAP APIs, Platform ...
Senior Architect - Salesforce
Quebec, QC · Hybrid
CA$120K - CA$160K/yr
... automation, agent assistance, and conversational experiences integrated with the Salesforce ... core insurance, content management, marketing, and custom APIs) using REST/SOAP APIs, Platform ...
Adhere to compliance, security and risk management rules. What we offer* * Competitive salary and ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...
New
Adhere to compliance, security and risk management rules. What we offer* * Competitive salary and ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...
New
Adhere to compliance, security and risk management rules. What we offer* * Competitive salary and ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...
New
Adhere to compliance, security and risk management rules. What we offer* * Competitive salary and ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...
New
Uphold compliance, security and risk management standards. What we offer* * Competitive salary and ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...
Uphold compliance, security and risk management standards. What we offer* * Competitive salary and ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...
Uphold compliance, security and risk management standards. What we offer* * Competitive salary and ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...
Uphold compliance, security and risk management standards. What we offer* * Competitive salary and ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...
Adhere to compliance, security and risk management rules. What we offer* * Competitive salary and ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...
Adhere to compliance, security and risk management rules. What we offer* * Competitive salary and ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...
Adhere to compliance, security and risk management rules. What we offer* * Competitive salary and ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...
Adhere to compliance, security and risk management rules. What we offer* * Competitive salary and ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...
Uphold compliance, security and risk management standards. What we offer* * Competitive salary and ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...
Uphold compliance, security and risk management standards. What we offer* * Competitive salary and ... Group insurance including telemedicine * Reimbursement of health and wellness expenses and telework ...
Insurance Agent Manager information
What are some common challenges faced by Insurance Agent Managers when leading a team, and how can they effectively address them?
What is the difference between Insurance Agent Manager vs Insurance Agent?
| Aspect | Insurance Agent Manager | Insurance Agent |
|---|---|---|
| Certifications | Licenses required, often managerial certifications | State insurance license |
| Work Environment | Oversees team, manages sales strategies | Directly sells insurance policies to clients |
| Responsibilities | Team management, training, sales targets | Customer service, policy sales, client consultations |
The main difference between an Insurance Agent Manager and an Insurance Agent is that the manager oversees a team of agents, focusing on leadership and strategy, while the agent directly interacts with clients to sell insurance policies. Both roles require licensing, but the manager typically has additional managerial responsibilities.
What are the key skills and qualifications needed to thrive as an Insurance Agent Manager, and why are they important?
What does an Insurance Agent Manager do?
Full-time
Medical, Retirement, PTO
Posted 17 days ago
Job description
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of investment, financing and protection, all in line with the action plan. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization's standards and procedures. You provide significant business development support. You assist members and clients, providing excellent customer service. You create offers for routine transactions, and help sell products and services based on the needs of members and clients and current strategies and practices. You tailor your approach based on members' and clients' needs. More specifically, you will be required to :
- Handle client requests. Perform tasks and research as needed, and recommend appropriate solutions.
- Help colleagues manage their agenda and emails.
- Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations.
- Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want.
- Seize business opportunities and participate in sales development initiatives.
What we offer*
- 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
* Benefits apply based on eligibility criteria.
What you bring to the table
- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate - Autorite des marches financiers
- Knowledge of French is required
- Understanding of financial documents used in asset management
- Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, components and distribution networks, as well as those of competitors
- Knowledge of integrating financial data into systems
- Knowledge of compliance with An Act respecting the distribution of financial products and services
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of operating procedures related to investment and financing activities
- Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
- Knowledge of operating procedures related to opening accounts, the selling of additional products and services, and Accord D financing
- Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation)
- Knowledge of service standards
Trade Union (If applicable)
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Job Family
Member/client sales and service (FG)Unposting Date
2026-07-21