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Customer Service Representative

2 months ago


King City, Ontario, Canada Anna Raeli Insurance Agency Full time
About Us

At Anna Raeli Insurance Agency, we pride ourselves on providing exceptional service to our clients. Our team is dedicated to helping individuals and families protect their assets and preserve their wealth.

Job Summary

We are seeking a highly organized and customer-focused individual to join our team as an Office Representative. This part-time and full-time position will involve assisting clients with their insurance needs, answering calls and emails, and performing various administrative tasks.

Responsibilities
  • Provide exceptional customer service by assisting clients with changes, cancellations, and updates to their insurance contracts.
  • Establish and maintain strong relationships with clients through regular follow-up and communication.
  • Use a customer-centric approach to educate clients about insurance options and provide personalized recommendations.
Requirements
  • Professionalism and attention to detail in all interactions with clients and colleagues.
  • Ability to multitask and prioritize tasks effectively in a fast-paced environment.
  • Strong communication and verbal skills, with the ability to communicate complex information in a clear and concise manner.
  • Ability to work independently and as part of a team to achieve common goals.
Qualifications
  • High school diploma or equivalent required.
  • 2 years of experience in an office setting, preferably in customer service or a related field.
  • Knowledge of financial documents and insurance products.
  • Ability to use computer software and communication technology effectively.
  • Experience with operations and customer service a plus.
What We Offer
  • Competitive salary and bonus structure.
  • Health benefits for full-time employees.
  • Opportunities for professional growth and development.

Please note that this position is with an independent contractor agent and not with Desjardins Group or its subsidiaries.