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Client Success Representative

Client Success Representative

Chris Krasilczuk - Desjardins Insurance AgentOttawa, Ontario, Canada
11 days ago
Job description

Insurance Client Success Representative - Desjardins Agent Team Member

Location : Nepean, next to the Costco at Merivale and Huntclub

Job Types : Full Time

Position Overview :

Are you looking for a meaningful, relevant, engaging and rewarding career? Do you enjoy being the person who finds solutions? Do you like working with people?   Do you want to work with a collaborative, chohesive and supportive team in a pretty cool and dynamic environment?   If you answered yes to these questions, working for our very established Desjardins Independent Contractor Agency may be the career for you!

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 :

  • We are a team of professionals who value Reliability, Authenticity, Resourcefulness and Engagement. The succesfull candidate will be able to demonstrate these traits and will be given the opportunity to develop them in a very supportive environment.
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) can be an asset.
  • Willingness to pursue sales goals
  • Excellent interpersonal skills
  • Excellent written, verbal and listening skills
  • Proactive in problem-solving
  • A unwavering willingness to deliver incomparable service to our existing and prospective clients
  • Ability to manage and prioritize many different tasks and completing them to the satisfaction of the client
  • Ability to make presentations to potential customers
  • Property & Casualty license (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.

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    Client Representative • Ottawa, Ontario, Canada