Client Services & Billing Co-ordinator - for Desjardins Agent

Tait Insurance and Financials Services Ltd.; Brampton; On-site; CAD 50,000 - 52,000; Full time

Benefits offered by this job

Health benefits

Gym membership reimbursement

Annual team bonus

Job summary

Desjardins Agent Network in Brampton is seeking a Client Services & Billing Co-ordinator to join a team focused on delivering excellent customer experiences. The role targets billing accuracy, AR processes, and responsive service for insurance needs.

The position requires 6 months+ P&C insurance or customer service experience, strong communication skills, and a proactive, detail-oriented mindset. On-site availability in Brampton with benefits and growth opportunities.

Qualifications

• 6 months or more P & C Insurance or Customer service experience.
• Customer service experience (accounts receivable, retail sales associate, or telemarketing) preferred.
• Successful track record of meeting payment collection goals.
• Excellent communication skills - written, verbal and listening.
• Proactive in problem-solving, finding solutions for customers.
• Dedicated to customer service, self-motivated and goal oriented.
• Ability to multi-task in a fast-paced environment.
• Some financial background would be preferred.
• Strong attention to detail.
• On Site presence.

Responsibilities

• Answering phones & directing calls to sales specialists, welcoming clients.
• Accounts receivable, monitoring payments, ensuring billing accuracy.
• 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, market to other services.

Skills

Customer service excellence

Communication skills

Multi-tasking

Problem solving

Attention to detail

On-site presence

Some financial background

Job description

Location:2-3088 Mayfield Rd Brampton ON L6Z 0E3
Job Type: Full Time, Permanent, On-site

Position Overview:
A successful DesjardinsAgent is seeking a qualified professional to joina winning team for the role of Client Services & Billing Co-ordinator - DesjardinsAgent Team Member.Ideally, you are an energetic professional interested in helping our business grow through value-based conversations, providing our customers with an excellent experience.

If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. We take pride in our longstanding presence of over 40 years in the insurance industry providing a wealth of knowledge and experience for our customers and in supporting the career growth of our team members.

Responsibilities:

• Answering phones & directing calls to sales specialists, welcoming clients
• Accounts receivable, monitoring payments, ensuring billing accuracy
• 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, market to other services

Salary Range: $50000-$52000 / year PLUS bonuses (Depending on experience - qualifications).

Requirements:

• 6 months or more P & C Insurance or Customer service experience
• Customer service experience (accounts receivable, retail sales associate, or telemarketing) preferred
• Successful track record of meeting payment collection goals
• Excellent communication skills - written, verbal and listening
• Proactive in problem-solving, finding solutions for customers
• Dedicated to customer service, self-motivated and goal oriented
• Ability to multi-task in a fast-paced environment
• Some financial background would be preferred
• Strong attention to detail
• On Site presence
• Medical and Health benefits including partial Gym membership reimbursement and other perks.
• We offer an annual team bonus program that rewards our team members when they meet or exceed our annual agency goals. This program serves as an incentive for our team to strive for excellence and contributes to our culture of performance and success.

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.

Contact

Name: Kimberley Foster
Phone:
Email: [e-mail]