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Insurance Customer Support Specialist

3 months ago


Vaughan, Ontario, Canada Sandra Behlok - Desjardins Insurance Agent Full time
Insurance Customer Service Representative - Sandra Behlok - Desjardins Insurance Agent
Position Overview:
A successful Desjardins Insurance Agent is in search of a qualified individual to fill the role of Insurance Customer Service Representative. We are looking for a dynamic professional who is eager to contribute to our business growth through meaningful interactions and exceptional customer service. If you are a proactive self-starter who excels in a fast-paced setting, this is a fantastic opportunity for a fulfilling career with significant income and advancement potential.
Key Responsibilities:
  • Manage appointment scheduling, assess customer requirements, process billing transactions, facilitate bank deposits, handle claims, and follow up on daily tasks while promoting suitable products and services during client communications.
  • Deliver prompt, precise, and courteous customer service. This includes addressing inquiries about insurance options, eligibility, coverage details, policy modifications, transfers, claim submissions, and billing inquiries.
  • Collaborate with the agent to identify gaps in insurance coverage during client discussions.
Qualifications:
  • Property & Casualty license (OTL license preferred/must be obtained prior to starting employment)
  • Strong work ethic
  • Reliable attendance and punctuality
  • Proficient in computer applications, including Excel, Microsoft Office, Outlook, etc.
  • Outstanding interpersonal skills
  • Excellent communication abilities - written, verbal, and listening
  • Proactive approach to problem-solving
  • Commitment to customer service excellence
  • Ability to manage multiple tasks effectively
  • Capability to present information to prospective clients
Work Environment:
This position is within an independent contractor agent that is part of the Desjardins exclusive agent network. The 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.