Customer Service Representative

5 days ago


Vaughan, Ontario, Canada Sandra Behlok - Desjardins Insurance Agent Full time
About the Role

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 insurance agent team, you will play a vital role in delivering exceptional customer experiences and helping our business grow through value-based conversations.

Key Responsibilities
  • Schedule Appointments and Manage Customer Interactions: Schedule appointments, identify customer needs, and handle billing transactions, bank deposits, claims, and daily activities.
  • Provide Exceptional Customer Service: Respond to customer inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Work with the Agent to Identify Insurance Gaps: Collaborate with the agent to establish gaps in insurance coverages during client conversations.
Requirements
  • Property & Casualty License: Possess a Property & Casualty license (OTL license preferred) or be able to obtain it prior to commencement of employment.
  • Strong Work Ethic and Attendance Record: Demonstrate a strong work ethic and maintain a good attendance record.
  • Computer Skills and Interpersonal Abilities: Possess computer skills, including Excel, Microsoft Office, and Outlook, and exhibit excellent interpersonal and communication skills.
  • Problem-Solving and Customer Service Skills: Be proactive in problem-solving and dedicated to delivering exceptional customer service.
  • Ability to Multi-Task and Make Presentations: Demonstrate the ability to multi-task and make presentations to potential customers.
About Our Company

Sandra Behlok - Desjardins Insurance Agent is a reputable insurance agency dedicated to providing exceptional customer experiences and helping our clients achieve their goals. We are committed to building long-term relationships with our customers and partners.



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