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Customer Service Representative

4 weeks ago


Calgary, Alberta, Canada Rachel Mah Poy Insurance & Financial Services Full time
Customer Service Representative

At Rachel Mah Poy Insurance & Financial Services, we are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.

Responsibilities:
  • Provide accurate and timely service to clients, addressing their inquiries and concerns.
  • Process and manage client information, including billing and claims connections.
  • Assist clients in understanding their insurance needs and provide guidance on policy options.
  • Generate new business opportunities through lead generation activities.
  • Collaborate with the team to achieve sales targets and improve customer satisfaction.
Requirements:
  • General Level 1 Insurance License.
  • 1 year of experience in the insurance industry (preferably).
  • Cold call experience (preferably).
  • Excellent communication, written, verbal, and listening skills.
  • Self-motivated, goal-oriented, and enthusiastic.
  • Diligent and hardworking.
  • Proactive in problem-solving.
What We Offer:
  • Competitive base salary and monthly bonus compensation structure.
  • Paid vacation plus flex days (used for sick or personal time).
  • Annual team travel bonus.
  • Christmas bonus days.
  • Environment focused on career advancement and personal development.
  • Additional licensing courses and exams paid to further career by the Agency.

This is a full-time position within a Desjardins Insurance Agency in Calgary, AB. This is not a remote role.