Insurance Customer Service and Sales

Angie DeGroot Desjardins Insurance & Financial Services Agency; Kitchener; On-site; CAD 40,000 - 50,000; Full time

Benefits offered by this job

Opportunity for advancement

Training & development

Bonus based on performance

Job summary

Angie DeGroot Desjardins Insurance & Financial Services Agency is seeking a Customer Service Representative with a sales aptitude to handle calls and emails, greet customers, and perform a variety of office tasks. The role requires a friendly, proactive personality and the ability to learn quickly in a fast-paced environment.

The position offers an entry-level pathway with opportunities for advancement, training and development, and a performance-based bonus.

Qualifications

• High school diploma required.
• 2 years of experience in office work preferred.
• Insurance Licence (OTL or RIBO) or willingness to obtain prior to start.
• Strong English language, both spoken and written; second language is a plus.

Responsibilities

• Assist clients by applying changes, cancellations and updates to contracts while educating customers to ensure satisfaction and retention.
• Establish and maintain customer relationships; follow up as needed.
• Use a needs-based review process to educate customers about insurance options.

Skills

Customer-focused

Strong communication

Multitask

Organizational skills

Team player

Education

High school diploma

Insurance Licence (OTL or RIBO) or willing to obtain

Tools

Office software

Job description

Benefits

• Opportunity for advancement
• Training & development
• Bonus based on performance

Benefits

• Bonus based on performance
• Training & development

*****Are you Looking for a Career Change or a Fresh Start?****

Are you positive thinking, friendly, bubbly, have an outgoing personality and customer-focused? Would you be excited to help customers reach their Insurance Needs and goals? If you answered yes to these questions, working for Angie DeGroot Desjardins Insurance Agency may be the career for you! Our team is looking for a Customer Service Representative with an aptitude for sales to help perform a variety of tasks within our insurance office. They will be helping by answering calls/ emails, greeting customers and many other tasks. A Customer Service Representative will need to be flexible, well organized and eager to learn from the best. We are looking for a top prospect who will help our team accomplish exciting projects and assignments in a fast-growing industry. This position is an entry level position with exciting opprtunities for fast advancement.

Responsibilities

• Upon receiving a call, assists the client by applying changes, cancellations and updates to the contract, taking care to meet the client's needs effectively, while advising and educating in order to ensure the client's complete satisfaction and retention.
• Establish customer relationships and follow up with customers, as needed.
• Use a customer-focused, needs-based review process to educate customers about insurance options.

Job Requirements

• Professionalism and attention to detail.
• Friendly Bubbly Outgoing personality
• Ability to multitask.
• Strong communication and verbal skills.
• Ability to work in a fast paced environment.
• Active and responsible team member.
• Ability to take orders.
• Strong organizational and prioritization abilities.
• Ability to communicate with managers.

Qualifications

• High school diploma.
• 2 years of experience doing office work.
• Strong command of the English language both spoken and written
• Knowledge of financial documents.
• Ability to use computer software and ease with communication technology.
• Experience with operations/ customer service.
• Insurance Licence ( OTL or RIBO) or be willing to obtain prior to start
• Second language is a plus.
• Continuous desire to improve.

Compensation: $40,000.00 - $50,000.00 per year