Customer Service Representative - Desjardins Insurance Agent Team Member
Location: Vaughan, ON
Type: Full Time
A 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 with strong interpersonal skills and can work well in a dynamic environment, then this is your opportunity for a rewarding career with growth potential.
Answering phone calls, scheduling appointments, identifying customer needs and marketing other appropriate products and services to our customers.
Provide prompt, accurate, and friendly customer service. Service can include but not limited to: responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
responsible for ordering supplies, keeping minutes to weekly meetings, checking incoming and outgoing mail
Work with agent’s computer system to update information in customer database used by the agent.
completing changes with a high degree of accuracy
responsible for daily bank reconciliation and deposits
Contact prospects and current policyholders for sales appointments.
Occasionally quote and sell property and casualty insurance.
Meet customer service goals and assist with marketing goals as directed by the agent.
Complete and close bank deposits and other administrative tasks outlined in the Daily Checklist.
Perform other related duties as assigned by the agent.
Role may require Team Member to participate in local community and networking events.
Skills & Requirements:
Property & Casualty license (OTL license required or enrolled)
Spanish or Italian speaking preferred
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
Problem solving ability: apply and balance conceptual and analytical thinking by breaking down complex problems, evaluating alternative sources of action and their likely outcomes, and selecting the best alternative.
Ability to pay close attention to detail and accuracy.
Ability to create and maintain business relationships with prospects and policyholders.
Proven track record of being punctual, trustworthy, dependable and always acts in an ethical manner.
Ability to organize and act on several activities concurrently
Dedicated to customer service
Ability to multi-task and work well under pressure
Knowledge of computer systems/software required including Microsoft Office experience an asset
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.