Client Contact Representive

2 weeks ago


Orillia, Canada The Cooperators Insurance Full time

The main focus of the Client Contact Representative is assisting in the co-ordination and implementation of the agency contact program through outbound calling to schedule and confirm appointments for the agent and agency staff. This role supports the agency philosophy of proactive client contact and works with the agency team to achieve profitable growth through dedicated outbound activity.

Roles and responsibilities:

- Complete outbound calls to obtain insurance expiry dates, schedule annual reviews, set and confirm appointments
- First point of contact for walk-in clients
- Schedule all appointments on the appropriate calendar
- Document client profile notes
- Track call activity including calls dialed, contacts made and appointments booked
- Answering telephones
- Processing payments

Physical:

- Regular office environment
- Tele-work

Qualifications And Skills:

- Skilled in communication (verbal and written)
- Strong interpersonal skills
- Organizational and time management skills

**Job Types**: Full-time, Contract, Permanent

**Salary**: From $37,000.00 per year

**Benefits**:

- Dental care
- Extended health care

Flexible Language Requirement:

- French not required

Schedule:

- 8 hour shift
- Monday to Friday

Work Location: In person



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