Customer Service Insurance Representative

Jennifer Book - Desjardins Insurance Agent; Hamilton; On-site; CAD 47,000 - 51,000; Full time

Benefits offered by this job

Salary with incentive

Paid time off

Health & Dental Benefits

Growth potential

Positive work environment

Onsite free parking

Job summary

Jennifer Book - Desjardins Insurance Agent in Hamilton is seeking a full-time, office-based role to service clients and grow the book of business. The position emphasizes delivering exceptional customer service and building lasting client relationships.

Requirements include customer service experience, insurance/financial services familiarity, strong phone skills, and the ability to obtain an OTL licence within one month of hire. Salary is commensurate with experience and includes incentives.

Qualifications

• Experience in customer service and insurance/financial services.
• Ability to obtain OTL General Insurance Licence within 1 month.
• Excellent phone skills and proficiency with Microsoft tools.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Maintain a strong work ethic with a total commitment to success each and every day.
• Assist clients with billing issues.
• OTL licence required within 1 month of hire date.
• Serve clients, assess their needs, promote insurance products and help members and clients choose coverage.
• Prepare quotes and issue insurance contracts.
• Follow up on files, analyze renewals requiring special underwriting, and correct contracts as needed.
• Respond to information requests and amend contracts to ensure client satisfaction and retention.
• Establish customer relationships and follow up with customers, as needed.

Skills

Customer service

Insurance/financial services

Phone skills

Microsoft

Organizational & multitasking

OTL licence within 1 month

Job description

Full Job Description

This is Full time position working from our office in Hamilton.

Requirments

Ideally someone who has Customer Service Experience, Experience in Insurance/Financial Services, Excellent Phone skills, Experience with Microsoft, Excellent organizational and ability to Multi task. Abilty to obtain your OTL ( General Insurance LIcence ) within 1 month of hire date.

JOB PURPOSE

To assist Jennifer Book and the team with servicing their client base by delivering exception customer service, growing client base.

Job Responsibilies

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Maintain a strong work ethic with a total commitment to success each and every day.
• Assist clients with billing issues
• OTL licence required within 1 month of hire date
• Serve clients, assess their needs, promote insurance products and help members and clients choose coverage
• Prepare quotes and issue insurance contracts
• Follow up on files, analyze renewals requiring special underwriting, and correct contracts as needed
• Respond to information requests and amend contracts to ensure client satisfaction and retention
• Establish customer relationships and follow up with customers, as needed.

Whats in it for you

• Salary + Incentive/bonus
• Paid time off (vacation and personal/sick days)
• Health and Dental Benefits
• Growth Potential/Opportunity for advancement within my office
• A fun & very positive work environment
• Onsite free parking

Compensation: $47,000-$50,500 /annually depending on experience + Incentive and Bonus

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.