Insurance Customer Service Representative

Tracilangill; Richmond Hill; On-site; CAD 40,000 - 70,000; Full time

Job summary

A successful Desjardins Agent seeks a qualified professional in Richmond Hill to join a winning team. The role involves servicing and selling Home, Auto, and Life insurance products while building strong client relationships. Candidates should have relevant sales experience, excellent communication skills, and required licenses. This opportunity offers a dynamic working environment and the chance to be part of a supportive team focused on customer satisfaction.

Qualifications

• Sales Experience 1-3 yrs (outside sales, inside sales, retail/telemarketing sales).
• Ability to present to a client over the phone and in person.
• Must have OTL or RIBO License.

Responsibilities

• Assist clients by applying changes, cancellations, and updates to contracts.
• Educate and advise clients on products, ensuring satisfaction and retention.
• Seize sales opportunities and develop leads via telephone and in person.

Skills

Excellent Communication Skills

Proactive Problem Solver

Education

University Degree or College diploma

Job description

Successful Desjardins Agent is seeking a qualified professional to join their winning team ~ We are in the office, a short commute for the right person, near some great shops, in Richmond Hill, no city traffic! We want a candidate that wants to share their passion for looking after families, a great relationship builder. Become a part of our Desjardins family.

The person in this position contacts and assists clients in order to service and sell Home Auto and Life insurance products offered by the organization.

Main responsibilities

• Upon receiving a call, assists 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.
• Establishes personalized telephone contact with the client. Creates a climate of trust conducive to the sale of a home or auto insurance policy. Educates and advises our clients on our products, while adhering to the company's underwriting policies.
• Seizes all sales opportunities, solicitation and product offers.
• Outbound calls
• Work with the agent to meet the office sales goals
• Develop leads via the telephone, in person.
• Sense of urgency to produce sales and service the client 100% of the time.

Qualifications

• University Degree or College diploma
• Sales Experience 1-3 yrs ( outside sales, inside sales, retail/telemarketing sales )
• Proactive Problem Solver ( can get it taken care of & is resourceful - a "doer" )
• Excellent Communication Skills
• Ability to present to a client over the phone and in person.
• must have OTL or RIBO License
• must be able to obtain LLQP ( LIFE ) within 10 weeks of hire