Pat Gaetano Desjardins Insurance Agency
288 Barton St, Stoney Creek, ON L8E 2K6
Customer Relations Representative
Type: Full Time / In Office
Customer Relations Representative
Full-time | Monday to Friday | In Office | Stoney Creek, ON
$45,000 base + individual benefits + team bonus structure
Do you love making people feel taken care of? Are you the kind of person who follows through, stays organized, and takes pride in doing things right? If that sounds like you, keep reading.
We are a growing insurance agency in Stoney Creek that puts relationships first. We do real, consultative service, and our clients notice the difference. As we grow, we are looking for someone to help us deliver an even better experience at every touchpoint.
The Role
You will be the person who helps keep our clients informed, supported, and reminded how much they matter. This is not a passive desk job. You will be proactive, organized, and client-focused every day you are in.
Your day-to-day will include:
Answering phones, greeting clients, and being the welcoming first point of contact at our office
Onboarding new clients and following up to make sure they are set up and supported
Following up on claims to keep things moving and keep clients in the loop
Processing payments, following up on missed payments, and handling billing administration
Conducting file audits to spot gaps and opportunities, and reporting to the agent for reviews
Following up on digital subscriptions and online service enrollments
Following up with clients on time-sensitive documentation from our head office
Following up with clients on booking life insurance appointments
Sending meet-the-team emails, renewal outreach, and client communications on behalf of the agency
Preparing marketing letters and postcards, and maintaining the marketing calendar
Managing the agency principal's inbox, calendar, and day-to-day priorities
Keeping our CRM database clean and up to date
Who You Are
Organized and detail-oriented; you do not let things fall through the cracks
A strong communicator; warm, professional, and clear in writing, on the phone, and in person
Comfortable making outbound calls and following up without being pushy
Must be very proficient in the Microsoft Office suite already; you know your way around Excel, Word, Outlook, Powerpoint and other Microsoft products
Digitally fluent; quick to master new programs and tools
Reliable and self-motivated; you take ownership without being micromanaged
Experience in customer service, admin, or a client-facing role is an asset
Insurance background is not required; we will train the right person
What We Offer
Competitive base salary of $45,000
Individual benefits package
Participation in the team bonus structure
Three weeks paid vacation
A team that genuinely supports each other, and ongoing support and development
Room to grow as the agency grows
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.
