Insurance Account Representative - Customer Service - Rachel Mah Poy Insurance & Financial Services
Location: 340 Midpark Way SE Calgary AB Suite 320
Type: Full Time

POSITION OVERVIEW:

We are an Independently owned Desjardins Insurance Agency that is passionate about hard work, determination, and bettering our clients’ lives. We are looking to grow our well trusted & top producing team. If you are ambitious, sales oriented, and customer centric, we are interested in you.
Join us in helping our clients & community protect both who & what they love and bounce back from life’s emergencies.

REQUIREMENTS:

• General Level 1 Insurance License
• 1 year experience in the insurance industry (preferred)
• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Excellent communication, written, verbal and listening skills
• Self-motivated, goal oriented and enthusiastic
• Diligent and hardworking
• Proactive in problem solving

• Use a customer centric approach to provide wow factor servicing for our clients exisiting insurance plans.
• Effectively communicating Insurance products to clients.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
• Meet deadlines with accuracy and thoroughness.