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Insurance Client Relations Specialist

3 months ago


Renfrew County, Canada Jennifer Charlebois-Robillard - Desjardins Insurance Agent Full time

Insurance Account Representative - Jennifer Charlebois-Robillard - Desjardins Insurance Agent

Location: Remote Work Available
Job Type: Full Time

Position Overview:

Are you interested in a role that allows you to foster a supportive office environment where meaningful contributions are valued? Our objective is to safeguard the essentials for our clients and assist them in navigating unforeseen challenges. We seek individuals who are reliable, innovative, diligent, self-driven, and focused on people to become part of our organization. If you are enthusiastic about community engagement, networking, ongoing education, and sales, this could be the ideal career path for you.

Key Responsibilities:

  • Generate leads, arrange meetings, assess customer requirements, and promote suitable products and services.
  • Deliver a timely, precise, and courteous customer experience. This includes addressing inquiries about insurance options, eligibility, coverage details, policy modifications, claims processing, and billing inquiries.
  • Work in conjunction with the Agent to set and achieve marketing objectives.

Qualifications:

  • Bilingualism is an asset (not mandatory).
  • Preferred experience in sales (whether in outside sales, inside sales representative roles, retail sales, or telemarketing).
  • Demonstrated success in achieving sales targets is preferred.
  • Strong interpersonal skills.
  • Exceptional communication abilities - written, verbal, and listening.
  • Creative and analytical thinking skills.
  • Committed to delivering an outstanding client experience.
  • Capability to manage multiple tasks simultaneously.
  • Ability to present effectively to prospective clients.
  • Property & Casualty license (preferred, must be able to obtain).
  • Life License (preferred, must be able to obtain).

Benefits:

  • Ongoing training and educational opportunities.
  • Comprehensive benefits package after the probationary period.
  • Flexible hybrid work arrangements based on performance.
  • Course and exam fees covered for unlicensed candidates.
  • Paid vacation and personal time off.
  • Potential for career advancement.

This position is with an independent contractor agent affiliated with the Desjardins Agent Network, not Desjardins Group or its subsidiaries. The employees of independent contractor agents are not employees of Desjardins. Independent contractor agents are responsible for all employment decisions regarding their staff.