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Admin. Assistant

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Caledon, Canada John Brown - Desjardins Insurance Agent Full time

**Customer Service Representative - Desjardins Insurance Agent Team Member**:
Location: Bolton
Type: Part Time Insurance Administrative Assistant

**Position Overview**:
**Responsibilities**:

- Answer incoming phone calls promptly, courteously, and professionally, addressing customer inquiries and directing calls to the appropriate department or person.
- Make outgoing calls to clients, policyholders, and insurance providers to gather or provide information as required.
- Assist with general administrative duties such as filing, data entry, photocopying, and scanning documents.
- Maintain accurate and up-to-date records of phone conversations, correspondence, and other relevant information.
- Coordinate and schedule appointments for clients and insurance agents, ensuring efficient use of time and resources.
- Provide administrative support to insurance agents, including preparing insurance forms, policy documents, and other related paperwork.
- Collaborate with the team to ensure smooth workflow and efficient office operations.
- Stay updated on insurance industry regulations, policy changes, and company procedures to provide accurate information to clients and colleagues.
- Handle customer complaints or concerns professionally and escalate complex issues to the appropriate supervisor or manager.
- Perform any other office duties and responsibilities as assigned.

**Requirements**:

- High school diploma or equivalent; further education or relevant certifications are a plus.
- Proven experience in an administrative or customer service role, preferably within the insurance industry.
- Excellent verbal and written communication skills.
- Strong organizational and multitasking abilities.
- Attention to detail and accuracy in managing records and documentation.
- Ability to work independently and collaboratively within a team.
- Professional and friendly demeanor when interacting with clients and colleagues.
- Familiarity with insurance policies, terminology, and procedures is advantageous.
- These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees._