Insurance Service Specialist
4 days ago
Insurance Service Representative - Desjardins Insurance Agent Team Member Location: BoltonType: Full Time We are hiring an Insurance Service Specialist to support our growing client base and service team. This role is ideal for someone who: Enjoys working with people Is comfortable on the phone Works well in a structured, fast-paced office Takes feedback well and follows through You may already be licensed, or you may be willing to obtain your license — both are welcome. Key Responsibilities Handle client service requests (policy changes, renewals support, follow-ups) Make outbound and inbound client calls (this is a call-first role) Provide timely, professional responses to clients Accurately document all client interactions Support sales advisors with follow-ups and information gathering Assist with claims status checks when requested Maintain clean, up-to-date client records and permissions What Success Looks Like Clients feel taken care of and informed Requests are handled promptly and correctly Files are complete and well documented Tasks are followed through without repeated reminders You work independently while knowing when to ask for help What We’re Looking For Top priorities: Strong communication and people skills Coachable, positive attitude Ability to work efficiently and stay organized Reliability and accountability Some technical aptitude, guide clients through some new technology Nice to have (but not required): Insurance experience or licensing Office or customer service background Familiarity with personal or commercial insurance We care more about fit, attitude, and execution than knowing everything on day one. Licensing If you are already licensed in Ontario: great. If not, you must be willing to work toward licensing within a reasonable timeframe (support provided). Progress toward licensing will be expected and tracked. Work Environment In-office role (Bolton) Clear expectations and structure Supportive, professional team Opportunities for growth as the agency expands How to Apply Please submit: Your resume and follow the TalentNest Process Please send an email to john.brown@desjardins.com with a short note explaining why this role interests you, what type of work environment you do best in, and why you would be a suitable applicant for this position.
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