Insurance Client Care Specialist - Growth & Licensing

Tracey Pether - Desjardins Insurance Agent; Toronto; On-site; CAD 42,000 - 52,000; Full time

Benefits offered by this job

Supportive team environment

Training & development

Career growth

Licensing support

Meaningful work helping customers

Recognition of contributions

Job summary

Tracey Pether - Desjardins Insurance Agent in Toronto is seeking a Client Care Representative who thrives in a fast-paced environment and enjoys helping customers. The role involves assisting clients via phone, email, and in-person meetings, solving problems, and educating clients about insurance options while maintaining strong team collaboration.

Candidates should have at least 2 years of customer service experience and be comfortable learning new systems, with licensing support provided for

Qualifications

• 2+ years of experience in customer service, retail, hospitality, sales, banking, or administration.
• Excellent communication skills and ability to build trust quickly.
• Strong organizational skills with ability to manage multiple tasks.

Responsibilities

• Help customers by phone, email, virtual meetings, and in person
• Answer questions and find solutions to customer concerns
• Assist with billing, payments, and policy changes
• Review customer needs and educate them about insurance options
• Build strong relationships through exceptional service
• Identify opportunities to improve customer protection and overall satisfaction
• Manage multiple priorities in a fast-paced office environment
• Work closely with a team that supports each other's success

Skills

Customer service

Communication

Multitasking

Job description

Tracey Pether - Desjardins Insurance Agent in Toronto is seeking a Client Care Representative who thrives in a fast-paced environment and enjoys helping customers. The role involves assisting clients via phone, email, and in-person meetings, solving problems, and educating clients about insurance options while maintaining strong team collaboration.

Candidates should have at least 2 years of customer service experience and be comfortable learning new systems, with licensing support provided for