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Customer Service Insurance Representative

2 months ago


Hamilton, Ontario, Canada Jennifer Book - Desjardins Insurance Agent Full time
Job Summary

We are seeking a highly motivated and customer-focused Insurance Service Representative to join our team at Jennifer Book - Desjardins Insurance Agent. As a key member of our team, you will be responsible for delivering exceptional customer service, growing our client base, and promoting insurance products and services.

Key Responsibilities
  • Customer Service: Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Work Ethic: Maintain a strong work ethic with a total commitment to success each and every day.
  • Billing Support: Assist clients with billing issues.
  • OTL License: Obtain your OTL (General Insurance License) within 1 month of hire date.
  • Client Service: Serve clients, assess their needs, promote insurance products, and help members and clients choose coverage.
  • Quote Preparation: Prepare quotes and issue insurance contracts.
  • File Management: Follow up on files, analyze renewals requiring special underwriting, and correct contracts as needed.
  • Client Communication: Respond to information requests and amend contracts to ensure client satisfaction and retention.
  • Relationship Building: Establish customer relationships and follow up with customers, as needed.
What We Offer
  • Competitive Compensation: Salary plus commission/bonus.
  • Benefits: Paid time off (vacation and personal/sick days), health and dental benefits.
  • Opportunities for Advancement: Growth potential and opportunity for advancement within our office.
  • Positive Work Environment: A fun and very positive work environment.
  • Onsite Parking: Onsite free parking.