Inside Account Representative

Summary:

You are responsible for providing service to an existing book of accounts and contacting potential licensed and non-licensed partners in order to increase sales of TuGo products. This requires pro-active planning and contacting of existing and potential partners.

Specifically you will:

• Achieve sales targets.
• Develop and maintain a current business plan ensuring its alignment with department and corporate business plans.
• Build client relationships and source new opportunities through an organized calling program focused on both existing and prospective licensed and non-licensed clients.
• Prepare and deliver sales proposals and presentations to existing and prospective licensed and non-licensed clients emphasizing the benefits and suitability of current products.
• Attend sales-related functions such as trade shows for brokers, auto clubs, credit unions and travel agents.
• Develop and maintain a thorough understanding of the current market environment including knowledge of primary competitors and their products.
• Attend weekly sales meetings and present results to objectives on a quarterly basis.
• Prepare weekly schedule and report the weekly plan in advance
• Remain current on our products, procedures, and systems.
• Achieve performance targets.
• Collaborate and communicate effectively with team members and all other teams.
• Responsively and effectively handle issues.
• Look for ways to improve customer experience.
• Promote and model TuGo culture, values, and brand promise.
• Continuously build professional and technical expertise.
• Other duties as required.

• Degree or diploma in business or a related discipline
• Level 1 insurance licence
• 3+ years of sales experience in insurance or financial services
• 2+ years of experience using our insurance products as well as our internal sales and customer service systems and procedures
• Well-developed negotiating and selling skills are essential to this role
• Demonstrated ability to manage competing priorities
• Familiarity with using databases
• Thorough knowledge of the Canadian travel insurance industry is an asset
• Detailed knowledge of TuGo’s and competitors’ products is an asset
• Excellent written and verbal English communication skills
• Strong team player and positive contributor
• Proficient in MS Office Suite and able to learn applications quickly
• Well-developed analytical, problem-solving, and decision-making skills
• Able to consistently live our values of valued, effective and trusted
• A strong customer experience focus
• A passion for continuous learning and professional achievement
• A passion for travel