Insurance Account Manager at Patricia Velasco Insurance & Financial Services Ltd

Position Insurance Account Manager
Posted 17 Apr 2026
Expired 17 May 2026
Company Patricia Velasco Insurance & Financial Services Ltd
Location Oakville | CA
Job Type Full Time

Job Description:

Latest job information from Patricia Velasco Insurance & Financial Services Ltd for the position of Insurance Account Manager. If the Insurance Account Manager vacancy in Oakville matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Patricia Velasco Insurance & Financial Services Ltd for the position of Insurance Account Manager below matches your qualifications.

Job Description

Job Description

Insurance Account Manager - Desjardins Agent Team Member

Location: Oakville
Type: Full Time

Position Overview:

Are you a driven sales professional who thrives on building relationships and closing business? Do you excel in fast-paced environments where your results directly impact your earning potential? If so, a career with a Desjardins independent agent could be the perfect next step.

We are seeking a high‑energy, sales‑focused Insurance Account Manager who is passionate about growth, delivering exceptional customer experiences, and maximizing every opportunity. In this role, your primary mission is to drive new business through consultative selling and solutions-based conversations—while helping clients protect what matters most.

If you are a motivated self‑starter with strong sales instincts and a competitive mindset, this role offers excellent income potential, uncapped commissions, and long-term career growth.

Responsibilities:

  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
  • Work with the agent to establish and meet marketing goals.
  • Provide Home, Auto, Life and Commercial Insurance Solutons for clients

Requirements:

  • LLQP
  • Property & Casualty license (preferred/must be able to obtain)
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals/quotas preferred
  • Excellent interpersonal skills
  • Excellent communication skills - written, verbal and listening
  • Proactive in problem-solving
  • Dedicated to customer service
  • Ability to multi-task and work in a team environment
  • Ability to make presentations to potential customers
  • Time management skills

Competitive compensation package with salary, uncapped commission, vacation and personal days, benefits.

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

Job Info:

  • Company: Patricia Velasco Insurance & Financial Services Ltd
  • Position: Insurance Account Manager
  • Work Location: Oakville
  • Country: CA

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Insurance Account Manager at the office Oakville above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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