Client Success Representative

Chris Krasilczuk - Desjardins Insurance Agent; Ottawa; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading insurance agency is seeking an Insurance Client Success Representative to join their dynamic team in Nepean. This role focuses on developing customer relationships, providing exceptional service, and achieving sales goals in a supportive environment. Ideal candidates will possess strong interpersonal skills and a proactive approach to problem-solving.

Qualifications

• Sales experience (outside, inside, retail, or telemarketing) is an asset.
• Excellent interpersonal, written, verbal, and listening skills.
• Ability to manage multiple tasks and complete them to client satisfaction.

Responsibilities

• Develop leads, schedule appointments, and market products.
• Provide prompt and accurate customer service regarding insurance inquiries.
• Work with the agent to establish and meet marketing goals.

Skills

Reliability

Authenticity

Resourcefulness

Engagement

Interpersonal skills

Problem-solving

Education

Property & Casualty license

Job description

Insurance Client Success Representative - Desjardins Agent Team Member

Location : Nepean, next to the Costco at Merivale and Huntclub

Job Types : Full Time

Position Overview :

Are you looking for a meaningful, relevant, engaging, and rewarding career? Do you enjoy finding solutions? Do you like working with people? If you want to work with a collaborative, cohesive, and supportive team in a dynamic environment, then working for our established Desjardins Independent Contractor Agency might be the right fit for you!

Responsibilities :

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Provide prompt, accurate, and friendly customer service, including 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 :

• Value traits such as Reliability, Authenticity, Resourcefulness, and Engagement. The successful candidate will demonstrate these traits and have opportunities to develop them in a supportive environment.
• Sales experience (outside sales, inside sales, retail sales, or telemarketing) is an asset.
• Willingness to pursue sales goals.
• Excellent interpersonal, written, verbal, and listening skills.
• Proactive problem-solving skills.
• Commitment to delivering exceptional service to clients.
• Ability to manage multiple tasks and complete them to client satisfaction.
• Ability to make presentations to potential customers.
• Property & Casualty license (preferred / must be able to obtain).

Note: These positions are with an independent contractor agent within the Desjardins exclusive agent network, not directly with Desjardins Group. Employees are not employed by Desjardins; employment decisions are made by the independent contractor agent.