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Customer Relations Representative

2 months ago

King City, Ontario, Canada Anna Raeli Insurance Agency Full time

Part-time and full-time Office Representatives sought to assist with various tasks in a fast-growing insurance office.

About me: I have been a Desjardins insurance agent since 1998. I pride myself on providing a remarkable client experience. My goal is to help people protect assets and preserve wealth.

Our team is looking for an Office Representative to help perform a variety of tasks within our insurance office. They will be helping by answering calls/ emails, greeting customers and many other tasks.

Responsibilities:

  • Assists clients by applying changes, cancellations and updates to the contract, taking care to meet the client's needs effectively.
  • Establishes customer relationships and follows up with customers, as needed.
  • Uses a customer-focused, needs-based review process to educate customers about insurance options.

Job Requirements:

  • Professionalism and attention to detail.
  • Ability to multitask.
  • Strong communication and verbal skills.
  • Ability to work in a fast-paced environment.
  • Active and responsible team member.
  • Ability to take orders.
  • Strong organizational and prioritization abilities.
  • Ability to communicate with managers.

Qualifications:

  • High school diploma.
  • 2 years of experience doing office work.
  • Knowledge of financial documents.
  • Ability to use computer software and ease with communication technology.
  • Experience with operations/ customer service.
  • Second language is a plus.
  • Continuous desire to improve.

Benefits:

  • Hourly and bonus.
  • Team BBQ's and outings.