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Customer Service Representative
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At Tom Burnside - Desjardins Insurance Agent, 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 play a vital role in providing exceptional customer service and support to our clients.
Key Responsibilities:- Develop and maintain strong relationships with clients to understand their needs and preferences.
- Provide prompt and accurate responses to client inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Work closely with our insurance agents to establish and meet marketing goals.
- Identify opportunities to upsell and cross-sell insurance products and services to clients.
- Previous sales experience, preferably in an insurance or financial services environment.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
- Proactive problem-solving skills and the ability to work in a fast-paced environment.
- Ability to multitask and prioritize multiple tasks and responsibilities.
- Property and Casualty license (OTL license preferred/must be able to obtain).
Please note that these positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries.