Life & Health Insurance Client Advisor (Hybrid)

Desjardins Group; Montreal; On-site; CAD 35,000 - 44,000; Full time

Benefits offered by this job

Competitive wage starting at $25.76/小时

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness

Job summary

Desjardins Group’s Client Relations Centre – Life and Health Insurance invites you to advise, support and help protect our members and clients. You’ll handle questions about life, disability and group insurance, loans and mutual fund products, and you’ll provide reassurance and practical guidance.

The role includes helping clients use digital tools, proactive advisory work, and ongoing knowledge updates. It offers a competitive wage, flexible vacation, a defined benefit pension, group insurance

Qualifications

• Advanced English proficiency required due to duties and tools involving English-speaking partners, members, and/or clients.
• Minimum of one year of relevant experience.
• Commitment to ongoing learning and staying current in area of expertise.

Responsibilities

• Provide an exceptional customer experience by answering questions about life, disability and group insurance, and related products.
• Offer tailored solutions and proactive advisory support to fully assist members and clients.
• Help members become financially empowered by guiding them to use available digital tools.
• Proactively update knowledge by monitoring the area of expertise.

Skills

Customer focus

Interpersonal savvy

Nimble learning

Drive results

Education

College diploma in a related field

Job description

Desjardins Group’s Client Relations Centre – Life and Health Insurance invites you to advise, support and help protect our members and clients. You’ll handle questions about life, disability and group insurance, loans and mutual fund products, and you’ll provide reassurance and practical guidance.

The role includes helping clients use digital tools, proactive advisory work, and ongoing knowledge updates. It offers a competitive wage, flexible vacation, a defined benefit pension, group insurance