Insurance Service Specialist

2 days ago

Caledon, Ontario, Canada John Brown - Desjardins Insurance Agent Full time
Insurance Service Representative - Desjardins Insurance Agent Team Member

Location: Bolton

Type: 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 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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