Insurance Service and Sales Representative

Insurancenicole; Uxbridge; On-site; CAD 60,000 - 80,000; Full time

Job summary

A Desjardins Insurance Agency in Uxbridge is seeking a Customer Service Representative to provide exceptional service and support to clients. The ideal candidate will have sales experience, excellent communication skills, and a commitment to meeting customer needs. This full-time position offers a competitive compensation package, including salary, commission, and benefits, with opportunities for growth and training.

Benefits

Health insurance

Dental insurance

Vision insurance

Bonus based on performance

Paid time off

Employee discounts

Opportunity for advancement

Training & development

Company parties

Qualifications

• Sales experience is preferred, with a successful track record of meeting sales goals.
• Excellent interpersonal and communication skills required.
• Must be proactive in problem-solving and dedicated to customer service.

Responsibilities

• Provide customers with solutions and guidance on insurance products.
• Deliver outstanding customer service and support.
• Develop leads and schedule appointments.

Skills

Sales experience

Interpersonal skills

Communication skills

Problem-solving

Multi-tasking

Presentation skills

Customer service

Education

OTL License Property & Casualty license

Job description

Customer Service Representative - Desjardins Insurance Agent Team Member – Nicole Fulcher Insurance Agency Ltd.

Location: Uxbridge, Ont. Type: Full Time – IN OFFICE (NOT A REMOTE POSITION)

Position Overview

Are you outgoing and customer-focused? Do you enjoy working with the public? Do you crave a meaningful career and embrace change? If you answered yes to these questions, working for a Desjardins Agent may be the career for you!

Desjardins is the largest cooperative financial group in Canada, and one of the largest employers in the country.

Everyday is an adventure and you will be there to help your community and clients achieve their goals and protect their families with tailored solutions that are unique to their individual needs.

Your role with a Desjardins Agent is crucial to Desjardins success as our clients are at the heart of everything we do. You'll support clients for all of their insurance needs, through inbound and outbound calls, digital channels.

An opportunity for you to grow, learn and lead, you'll be supported in your professional development and encouraged to grow a rewarding, successful career with us.

Responsibilities

• With each conversation you will be playing a key role in the clients happiness and representing the Desjardins brand. you will:
• Provide customers with the best solutions and offer advanced guidance and expertise on how Desjardins products can help them meet their Insurance needs now and in the future.
• Deliver outstanding inbound and/or outbound advice and service and/or sales for transactions related to Insurance products and services with an aim to provide complete and correct solutions the first time.
• Act as a process/product expert to play a key role in addressing customer concerns should they arrive and, be accountable for problem solving and/or raising matters to the appropriate people.
• Work towards achieving set goals while being an ambassador for innovation by offering exemplary experiences and trusted advice.
• Work effectively as a team, use and learn from each other's knowledge and support your co-workers to resolve customer issues.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
• Work with the agent to establish and meet marketing goals.

Bring your best and have fun! This is your chance to make an impact and define your career! Embrace the challenge and make meaningful contributions that help deliver results, achieve a rewarding career and support our clients!

You are the voice of Desjardins! Every interaction makes a difference in the lives of our clients!

Requirements

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• Proactive in problem-solving
• Dedicated to customer service
• Ability to multi-task
• Ability to make presentations to potential customers
• Are passionate, engaging and have a desire to consistently and compassionately deliver superior customer experience
• OTL License Property & Casualty license (preferred/must be able to obtain)
  • We will help successful candidates obtain licensing
  • LLQP must be achieved in the first 12 month of employment- On own time
  • After 1 year- Licensing fees will be reimbursed.

Training will be provided for approved candidates.

Competitive compensation package with salary, uncapped commission, vacation and personal days, benefits.

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

We welcome applications from people with disabilities. Accommodations are available upon request for applicants in all aspects of the recruitment process.

Benefits

• Health insurance
• Bonus based on performance
• Company parties
• Competitive salary
• Dental insurance
• Employee discounts
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance