Customer Service Representative

1 week ago


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

At Anna Raeli Insurance Agency, we pride ourselves on providing exceptional service to our clients. Our team is dedicated to helping individuals and families protect their assets and preserve their wealth.

Job Summary

We are seeking a highly organized and customer-focused individual to join our team as an Office Representative. This part-time and full-time position will be responsible for assisting with various tasks within our insurance office, including answering calls, greeting customers, and performing administrative duties.

Key Responsibilities
  • Client Support: Assist clients by applying changes, cancellations, and updates to their contracts, ensuring their needs are met effectively and providing education to ensure their complete satisfaction and retention.
  • Relationship Building: Establish and maintain customer relationships, following up with customers as needed to ensure their needs are met.
  • Insurance Education: Use a customer-focused, needs-based review process to educate clients about insurance options and provide recommendations.
Requirements
  • Professionalism: Demonstrate professionalism and attention to detail in all interactions.
  • Communication Skills: Possess strong communication and verbal skills, with the ability to effectively communicate with clients and management.
  • Organizational Skills: Demonstrate strong organizational and prioritization abilities, with the ability to multitask and work in a fast-paced environment.
  • Teamwork: Be an active and responsible team member, with the ability to take orders and work collaboratively with others.
Qualifications
  • Education: High school diploma required.
  • Experience: 2 years of experience in office work, with knowledge of financial documents and computer software.
  • Skills: Ability to use communication technology, experience with operations and customer service, and a second language is a plus.
Benefits
  • Hourly and Bonus: Competitive hourly rate and bonus opportunities.
  • Team Events: Participate in team BBQs and outings.


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