Customer Service Manager

Lisa Pearson - Desjardins Insurance Agent; Oshawa; On-site; CAD 42,000 - 64,000; Full time

Job summary

DesjardinsAgent Team Member in Oshawa, ON is seeking an Insurance Account Representative to build relationships, identify client needs, and promote suitable products.

This role emphasizes prompt service, sales aptitude, license eligibility, and collaboration with an independent contractor agent within the Desjardins network. A fast-paced environment offers income and growth potential.

Qualifications

• Sales experience or related experience in a customer-facing role.
• Excellent written and verbal communication skills.
• Proactive problem-solving and strong customer service mindset.
• Ability to present to potential customers and build rapport.
• Track record of meeting or exceeding sales goals is a plus.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Provide prompt, accurate, and friendly customer service, including inquiries about insurance availability, coverages, and billing.
• Work with the agent to establish and meet marketing goals.

Skills

Sales experience

Interpersonal skills

Communication skills

Problem solving

Customer service

Multi-tasking

Presentation skills

Job description

InsuranceCustomer ServiceRepresentative - DesjardinsAgent Team Member

Location: Oshawa, ON
Type: Full Time

Position Overview:
Successful DesjardinsAgent is seeking a qualified professional to join their winning team for the role of Insurance Account Representative - DesjardinsAgent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer 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.

Responsibilities:

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• 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.

Requirements:

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• Proactive in problem-solving
• Dedicated to customer service
• Ability to multi-task
• Ability to make presentations to potential customers
• Property & Casualty license (preferred/must be able to obtain prior to start date)
• A second langauge is an asset

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.