Customer Service Representative

3 months ago


Calgary, Canada Rachel Mah Poy Insurance & Financial Services Full time

**Customer Service Representative - Rachel Mah Poy Insurance & Financial Services**

Location: 340 Midpark Way SE Suite 207 Calgary AB
Type: Full Time - Monday
- Friday 9:00am to 5:00pm

**Position Overview**:
We are an Independently owned Desjardins Insurance Agency that is passionate about hard work, determination, and bettering our clients' lives. We are looking to grow our well trusted & top producing team. If you are ambitious, sales oriented, and customer centric, we are interested in you.

Join us in helping our clients & community protect both who & what they love and bounce back from life's emergencies.

**Responsibilities**:

- Help our clients with accuracy, thoroughness, & "wow factor" service.
- Complete daily administrative tasks such as billing, claims connections, etc.
- Provide prompt, accurate, and friendly servicing for existing clients personal lines insurance plans (auto and property insurance servicing).
- Able to help clients understand the need for Life and Health insurance and successfully book their Life and Health insurance Review appointment with our expert team.
- Complete daily lead generation activities.

**Requirements**:

- General Level 1 Insurance License -required
- 1 year experience in insurance industry (preferred)
- Cold Call experience (preferred)
- Excellent communication, written, verbal and listening skills
- Self-motivated, goal oriented and enthusiastic
- Diligent and hardworking
- Proactive in problem solving

**Benefits of Working with Us**:

- Competitive Base Salary & Monthly Bonus Compensation Structure
- Paid Vacation plus Flex Days (used for sick or personal time)
- Annual Team Travel Bonus
- Christmas Bonus Days
- Environment focused on career advancement and personal development
- Additional licensing courses and exams paid to further career by the Agency
- This is a Full-time position within a Desjardins Insurance Agency in Calgary AB, this is not a remote role._



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