Customer Relations Representative

Certas Home and Auto Insurance Company Desjardins Financial Security Life Assurance Company; Toronto; On-site; CAD 40,000 - 60,000; Full time

Job summary

An insurance agency in Toronto is seeking a dynamic Customer Relations Representative to assist clients and provide exceptional service. This role involves managing policy changes, educating clients about their insurance options, and building strong customer relationships. Candidates should possess insurance licenses and strong communication skills, with customer service experience being essential. Flexible work from home options are available.

Benefits

Flexible work from home options

Qualifications

• Must hold appropriate insurance licenses.
• Professionalism and integrity required.
• Customer service experience is essential.

Responsibilities

• Assist clients with policy changes and updates.
• Establish and follow up on customer relationships.
• Educate customers about insurance options.

Skills

Strong communication skills

Customer service experience

Ability to multitask

Strong organizational abilities

Resourcefulness

Education

Insurance licenses (OTL, LLQP)

Job description

Do you like to win? Do you want a career in an industry that is essential and stable? Keep reading!

We are looking for a dynamic and resourceful Customer Relations Representative to help perform a variety of tasks within our Insurance Agency. They will be assisting clients and making a difference, by performing various service-related tasks, to ensure our customers are in the right spot. A successful Customer Relations Representative will need to be flexible, well-organized and eager to learn, as well as work with a winning team to achieve Agency goals and objectives. We are looking for top prospects who will help to ensure clients are receiving the elevated level of service this Agency is known for.

Main Responsibilities

• Assists clients by applying changes, updates, substitutions, etc. to the policy contract; paying attention to details and taking care to meet the client's needs effectively, while advising and educating in order to ensure the client's complete satisfaction and retention.
• Establish customer relationships and follow up with customers, as needed.
• Use a customer-focused, needs-based review process to educate customers about insurance options and ensure clients have access to other team members, for discussions about additional offerings to meet their own unique needs.
• Relying on technical resources and Corporate support to ensure client questions are answered accurately and in a timely manner.

Requirements / Qualifications

• Appropriate insurance licenses, i.e. OTL, LLQP as required.
• Professionalism, integrity and unwavering attention to detail.
• Ability to multitask.
• Strong communication skills.
• Ability to work in a fast-paced environment.
• Resourceful and responsible team member.
• Strong organizational and prioritization abilities.
• Customer service experience required.
• Second language is a plus.

This position is with an independent contract Agent that is part of the Desjardins Exclusive Agent Network, not with Desjardins Group or its subsidiaries. This agent's employees are not employees of Desjardins. Independent contract Agents are responsible for and make all employment decisions regarding their employees.

Flexible work from home options available.