Client Relations Specialist

1 month ago


Ajax, Ontario, Canada Trina Owens - Desjardins Insurance Agent Full time

Insurance Account Representative - Trina Owens - Desjardins Insurance Agent

Location: Remote
Type: Full Time, Permanent

Position Overview:

Are you a friendly and service-oriented individual? Do you thrive in engaging with clients? If so, a role with a Desjardins independent contractor agent could be the ideal fit for you.

Key Responsibilities:

  • Generate leads, arrange meetings, assess client needs, and promote suitable products and services.
  • Deliver timely, precise, and courteous customer support. This includes addressing inquiries about insurance options, eligibility, coverage details, policy modifications, claims processing, and billing inquiries.
  • Collaborate with the agent to set and achieve marketing objectives.

Qualifications:

  • Preferred experience in sales (outside sales, inside sales representative, retail sales associate, or telemarketing).
  • Proven history of achieving sales targets.
  • Strong interpersonal abilities.
  • Excellent communication skills, including written, verbal, and listening.
  • Proactive approach to problem-solving.
  • Commitment to exceptional customer service.
  • Ability to manage multiple tasks effectively.
  • Capability to present information to prospective clients.
  • Property & Casualty license is preferred (must be obtained if not currently held).

This position is with an independent contractor agent that is part of the Desjardins exclusive agent network. Employees of this agent are not employees of Desjardins Group or its subsidiaries. Independent contractor agents are responsible for all employment decisions regarding their staff.



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