Customer Relations Representative

Pat Gaetano; Hamilton; On-site; CAD 41,000 - 50,000; Full time

Benefits offered by this job

Individual benefits package

Team bonus structure

Three weeks paid vacation

Job summary

Pat Gaetano Desjardins Insurance Agency in Stoney Creek, ON is seeking a Customer Relations Representative. This full-time, in-office role focuses on client onboarding, billing, and proactive client communication to deliver a high level of service.

You will manage calls, appointments, and CRM data while supporting claims follow-up and client engagement. Three weeks paid vacation are offered along with benefits and a team bonus structure.

Qualifications

• Experience in customer service or admin roles is preferred.
• Strong communication and organizational skills.
• Proficient in Microsoft Office (Excel, Word, Outlook).

Responsibilities

• Answering phones, greeting clients, and serving as the first point of contact.
• Onboard new clients and ensure they are set up and supported.
• Follow up on claims and keep clients informed of progress.
• Process payments, follow up on missed payments, and manage billing.
• Maintain CRM data accuracy and support marketing communications.
• Assist with scheduling, calendars, and vendor communications.

Skills

Organized

Strong communicator

Microsoft Office

Digital fluency

Reliability

Customer service

Tools

Microsoft Excel

Microsoft Word

Outlook

PowerPoint

Job description

Pat Gaetano Desjardins Insurance Agency

288 Barton St, Stoney Creek, ON L8E 2K6

Customer Relations Representative
Type: Full Time / In Office

Customer Relations Representative

Full-time | Monday to Friday | In Office |Stoney Creek, ON

$45,000 base + individual benefits + team bonus structure

Do you love making people feel taken care of? Are you the kind of person who follows through, stays organized, and takes pride in doing things right? If that sounds like you, keep reading.

We are a growing insurance agency in Stoney Creek that puts relationships first. We do real, consultative service, and our clients notice the difference. As we grow, we are looking for someone to help us deliver an even better experience at every touchpoint.

The Role

You will be the person who helps keep our clients informed, supported, and reminded how much they matter. This is not a passive desk job. You will be proactive, organized, and client-focused every day you are in.

Your day-to-day will include:

• Answering phones, greeting clients, and being the welcoming first point of contact at our office
• Onboarding new clients and following up to make sure they are set up and supported
• Following up on claims to keep things moving and keep clients in the loop
• Processing payments, following up on missed payments, and handling billing administration
• Conducting file audits to spot gaps and opportunities, and reporting to the agent for reviews
• Following up on digital subscriptions and online service enrollments
• Following up with clients on time-sensitive documentation from our head office
• Following up with clients on booking life insurance appointments
• Sending meet-the-team emails, renewal outreach, and client communications on behalf of the agency
• Preparing marketing letters and postcards, and maintaining the marketing calendar
• Managing the agency principal's inbox, calendar, and day-to-day priorities
• Keeping our CRM database clean and up to date

Who You Are

• Organized and detail-oriented; you do not let things fall through the cracks
• A strong communicator; warm, professional, and clear in writing, on the phone, and in person
• Comfortable making outbound calls and following up without being pushy
• Must be very proficient in the Microsoft Office suite already; you know your way around Excel, Word, Outlook, Powerpoint and other Microsoft products
• Digitally fluent; quick to master new programs and tools
• Reliable and self-motivated; you take ownership without being micromanaged
• Experience in customer service, admin, or a client-facing role is an asset
• Insurance background is not required; we will train the right person

What We Offer

• Competitive base salary of $45,000
• Individual benefits package
• Participation in the team bonus structure
• Three weeks paid vacation
• A team that genuinely supports each other, and ongoing support and development
• Room to grow as the agency grows

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.