Insurance Customer Service Specialist

3 days ago


Guelph, Ontario, Canada Scott Penner - Desjardins Insurance Agent Full time

Insurance Account Representative Position Overview:

Are you enthusiastic about delivering exceptional customer service and working with the public? If so, this role may be the perfect fit for you.

Responsibilities:

  • Develop leads, schedule appointments, and identify customer needs to market appropriate insurance products and services.
  • Provide prompt, accurate, and friendly customer service, responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Work with the agent to establish and meet marketing goals.

Requirements:

  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) is preferred.
  • A successful track record of meeting sales goals/quotas is preferred.
  • Excellent interpersonal and communication skills are required.
  • Proactive problem-solving and a dedication to customer service are essential.
  • Ability to multi-task and make presentations to potential customers is required.
  • A Property & Casualty license (preferred/must be able to obtain) is necessary.


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