Insurance Client Success Specialist

Chris Krasilczuk - Desjardins Insurance Agent; Ottawa; On-site; CAD 80,000 - 100,000; Full time

Job summary

An independent insurance agency in Ontario is seeking an Insurance Client Success Representative. This role involves developing leads, providing exceptional customer service, and supporting the agency's marketing goals. Ideal candidates will possess strong sales experience and excellent interpersonal skills. The position offers a collaborative work environment and opportunities for professional growth.

Qualifications

• Demonstrates reliability, authenticity, resourcefulness, and engagement.
• Sales experience (outside sales, inside sales, retail, or telemarketing) is an asset.
• Ability to manage multiple tasks effectively.

Responsibilities

• Develop leads and market appropriate products to customers.
• Provide accurate and friendly customer service.
• Work with the agent to establish marketing goals.

Skills

Sales experience

Interpersonal skills

Written communication

Verbal communication

Problem-solving skills

Customer service orientation

Job description

An independent insurance agency in Ontario is seeking an Insurance Client Success Representative. This role involves developing leads, providing exceptional customer service, and supporting the agency's marketing goals. Ideal candidates will possess strong sales experience and excellent interpersonal skills. The position offers a collaborative work environment and opportunities for professional growth.