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Communications Associate

4 months ago


Nepean, Canada Maria Pecorella Desjardins Insurance Full time

Our goal is to build strong relationships advising our clients along their life's journey.

The mission of the Communications Associate is to connect with 10 clients on a daily basis to engage with them in setting up a connecting call or face to face insurance or financial service review. Although a first level entry position there is a great opportunity for career advancement.

**Responsibilities**
- Communicate and schedule team, zoom and phone appointments.
- Establish customer relationships, follow up and update information with customers, as needed.
- Use a customer-focused, needs-based process to educate customers about insurance options.

**Job Requirements**:

- Self-starter and motivated
- Confident phone and digital communication skills with clients
- Ability to effectively relate to a customer
- Professionalism and attention to detail.
- Ability to analyze invoice statements and update client files.
- Strong communication and verbal skills.
- Assist clients with digital access and good document management.
- Initiates and supports change when needed.
- Generates commitment through collaboration.
- Works well in a team environment.
- Anticipates issues and develops solutions.
- Ability to work in a fast paced environment.
- Active and responsible team member.
- Celebrates accomplishments.

**Qualifications**:

- Recent college or university graduates welcome.
- 2 years of customer service experience an asset.
- Knowledge of financial documents.
- Ability to use computer software and ease with communication technology.
- Second language is a plus.
- Continuous desire to improve.
- 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._