Insurance Customer Service & Sales Advisor

nicole mc cann desjardins insurance agent; Newmarket; On-site; CAD 50,000 - 75,000; Full time

Job summary

Desjardins Insurance Agent Team Member in Barrie, ON is seeking a results-driven Customer Service Representative. You will handle inbound and outbound calls, assist clients with insurance needs, and promote suitable Desjardins products with professionalism.

The role focuses on delivering outstanding service, building relationships, and supporting agents in achieving growth goals. Training is provided and licensing support is offered to obtain a Property & Casualty license.

Qualifications

• Sales experience with a track record of meeting or exceeding goals.
• Excellent interpersonal and communication skills, both written and verbal.
• Strong problem-solving abilities and proactive attitude.
• Demonstrated commitment to delivering superior customer service.
• Ability to multi-task and present information clearly to customers.

Responsibilities

• Provide customers with tailored insurance solutions and guidance.
• Deliver inbound/outbound service and sales support for insurance products.
• Act as product expert and address customer concerns promptly.
• Contribute to achieving marketing and sales goals with the agent.
• Develop leads, schedule appointments, identify needs, and cross-sell as appropriate.
• Maintain prompt, accurate, and friendly service across channels.

Skills

Sales experience

Interpersonal skills

Communication skills

Problem-solving

Customer service

Multi-tasking

Presentations

Education

Property & Casualty license

Job description

Desjardins Insurance Agent Team Member in Barrie, ON is seeking a results-driven Customer Service Representative. You will handle inbound and outbound calls, assist clients with insurance needs, and promote suitable Desjardins products with professionalism.

The role focuses on delivering outstanding service, building relationships, and supporting agents in achieving growth goals. Training is provided and licensing support is offered to obtain a Property & Casualty license.