Service Request Intake Assistant

HRS Talent Solutions; Edmonton; On-site; CAD 42,000 - 54,000; Full time

Job summary

Desjardins Insurance seeks a Customer Service Representative to join their agent team on a full-time basis. The role focuses on generating leads, scheduling appointments, understanding client needs, and offering suitable insurance products with exceptional service.

The candidate should have strong communication, interpersonal, and problem-solving skills, and be capable of presenting to potential clients while working to achieve sales targets within a supportive team environment.

Qualifications

• Sales experience and a proven track record of meeting sales goals preferred.
• Strong interpersonal and communication skills, with ability to build rapport with clients.
• Proactive problem-solving and dedication to exceptional customer service.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Provide prompt, accurate customer service including inquiries about insurance availability, coverages, policy changes, transfers, claims, and billing.
• Collaborate with the agent to meet marketing goals and drive client satisfaction.

Skills

Sales experience

Interpersonal skills

Communication skills

Problem-solving

Customer service

Multi-tasking

Presentation skills

Licenses (LLQP)

Licenses (Property & Casualty)

Education

LLQP license

Property & Casualty license (Gen Level 1)

Job description

Customer Service Representative - Desjardins Insurance Agent Team Member

Location:
Type: Full Time

Position Overview:
Successful Desjardins Insurance Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities:

• 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.

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
• Property & Casualty license (General Level 1 preferred/must be able to obtain)
• LLQP (preferred/must be able to obtain)

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.