Customer Relations Representative Hybrid - CA

Customer Relations Representative

Full Time • Hybrid - CA
Do you like to win? Do you want a career in an industry that is essential and stable? Keep reading!

We are looking for a dynamic and resourceful Customer Relations Representative to help perform a variety of tasks within our Insurance Agency. They will be assisting clients and making a difference, by performing various service-related tasks, to ensure our customers are in the right spot. A successful Customer Relations Representative will need to be flexible, well-organized and eager to learn, as well as work with a winning team to achieve Agency goals and objectives. We are looking for top prospects who will help to ensure clients are receiving the elevated level of service this Agency is known for. 

 Main Responsibilities

  • Assists clients by applying changes, updates, substitutions, etc. to the policy contract; paying attention to details and taking care to meet the client's needs effectively, while advising and educating in order to ensure the client's complete satisfaction and retention.
  • Establish customer relationships and follow up with customers, as needed.
  • Use a customer-focused, needs-based review process to educate customers about insurance options and ensure clients have access to other team members, for discussions about additional offerings to meet their own unique needs. 
  • Relying on technical resources and Corporate support to ensure client questions are answered accurately and in a timely manner. 

Requirements/Qualifications:

  • Appropriate insurance licenses, i.e. OTL, LLQP as required.
  • Professionalism, integrity and unwavering attention to detail.
  • Ability to multitask.
  • Strong communication skills.
  • Ability to work in a fast-paced environment.
  • Resourceful and responsible team member.
  • Strong organizational and prioritization abilities. 
  • Customer service experience required.
  • Second language is a plus.

This position is with an independent contract Agent that is part of the Desjardins Exclusive Agent Network, not with Desjardins Group or its subsidiaries. This agent's employees are not employees of Desjardins. Independent contract Agents are responsible for and make all employment decisions regarding their employees. 
 
 
 

Flexible work from home options available.

Compensation: $43,000.00 - $48,000.00 per year




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.

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