Client Service Representative

1 day ago

Orleans, Canada Collin Johnson Financial Services Inc. Full time

**Position Title**: Client Contact Representative

**Summary**:
The main focus of the Client Contact Representative is assisting in the co-ordination and implementation of the agency contact program through outbound calling to schedule and confirm appointments for the agent and agency staff. This role supports the agency philosophy of proactive client contact and works with the agency team to achieve profitable growth through dedicated outbound activity.

**Roles and responsibilities**:

- Complete outbound calls to obtain insurance expiry dates, schedule annual reviews, set and confirm appointments.
- Schedule all appointments on the appropriate calendar.
- Document client profile notes.
- Track call activity including calls dialed, contacts made and appointments booked.

**Qualifications and Skills**:

- General Insurance License may be required.
- Skilled in communication (verbal and written)
- Strong interpersonal skills.
- Organizational and time management skills.

Microsoft Office.

**PERFORMANCE MEASURES**:
**Performance of Core Functions**
- Level of customer satisfaction as measured through client feedback.
- Ongoing focus on personal and professional development.
- Achievement of individual goals and contribution to achievement of the agency goals.
- Contribution to achievement of multi-line client targets. Impact on the Organization
- Contribution to profitable growth and positive retention in the agency as measured by key indicator.
- Reports Impact on the organizations trust and reputation through accuracy and completeness of information reported and appropriate treatment of confidential information.
- Client Contact Representatives are the face of the organization to our clients. Impact on the Client
- Timely delivery of services and responses to client inquiries - once and done approach. Impact on

Team/Staff Development
- Effectiveness of working relationships with peers, agent and district management team.
- Works cooperatively with others to accomplish objectives.
- Achievement of targets set both team and individual.
- Ability and initiative to take on new and challenging assignments.

Pay: From $42,000.00 per year

Additional pay:

- Bonus pay

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care

Schedule:

- Monday to Friday

**Education**:

- Secondary School (preferred)

Work Location: In person

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