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Rachel Mah Poy Insurance & Financial Services
Insurance Account Representative - Customer Success TeamRachel Mah Poy Insurance & Financial Services • Calgary, Alberta, Canada
Insurance Account Representative - Customer Success Team

Insurance Account Representative - Customer Success Team

Rachel Mah Poy Insurance & Financial Services • Calgary, Alberta, Canada
10 days ago
Job type
  • Full-time
Job description

Insurance Account Representative - Customer Success Team - Rachel Mah Poy Insurance & Financial Services

Location: 340 Midpark Way SE Calgary AB Suite 320
Type: Full Time

Position Overview:

We are an Independently owned Desjardins Insurance Agency that is passionate about hard work, determination, and bettering our clients' lives. We are looking to grow our well trusted & top producing team. If you are ambitious, sales oriented, and customer centric, we are interested in you.

Join us in helping our clients & community protect both who & what they love and bounce back from life's emergencies.

Responsibilities:

  • Use a customer centric approach to provide wow factor servicing for our clients exisiting insurance plans.
  • Effectively communicating Insurance products to clients.
  • 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.
  • Meet deadlines with accuracy and thoroughness.

Requirements:

  • General Level 1 Insurance License
  • 1 year experience in the insurance industry (preferred)
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Excellent communication, written, verbal and listening skills
  • Self-motivated, goal oriented and enthusiastic
  • Diligent and hardworking
  • Proactive in problem solving

Benefits of Working with Us:

  • Competitive Base Salary & Monthly Bonus Compensation Structure
  • 3 Weeks Paid Vacation plus Flex Days (used for sick or personal time)
  • Christmas Bonus Days
  • Environment focused on career advancement and personal development
  • Additional licensing courses and exams paid to further career by the Agency

This is a Full-time position within a Desjardins Insurance Agency in Calgary AB, this is not a remote role.

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Insurance Account Representative - Customer Success Team • Calgary, Alberta, Canada

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