Licensed Insurance Customer Service Representative

  • Company:
    Angie DeGroot Desjardins Insurance & Financial Services Agency
  • Location:
  • Salary:
    negotiable / month
  • Job type:
  • Posted:
    3 days ago
  • Category:
    Customer Service

Our team is looking for a 5* Insurance Licensed Customer Service Representative to help perform a variety of tasks within our Insurance Agency. They will be helping by answering calls/ emails, greeting customers (post Covid) and many other tasks. A Customer Service Representative will need to be flexible, well organized and eager to learn. We are looking for top prospects who will help our team accomplish exciting projects and assignments in a fast-growing industry. The position will be mostly remote due to Covid 19 and may change in the future to an in office position.  


  • Upon receiving a call, assists the client by applying changes, cancellations and updates to the contract, taking care to meet the client’s needs effectively, while advising and educating in order to ensure the client’s complete satisfaction and retention. With ease, pivot to additional missing lines of insurance.
  • Establish customer relationships and follow up with customers, as needed.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.

Job Requirements:

  • Professionalism and attention to detail.
  • Ability to multitask.
  • Strong communication and verbal skills.
  • Ability to work in a fast paced environment.
  • Active and responsible team member.
  • Ability to take orders.
  • Strong organizational and prioritization abilities.
  • Ability to communicate with managers.


  • High school diploma.
  • 2 years of experience doing office work.
  • Knowledge of financial documents.
  • Ability to use computer software and ease with communication technology.
  • Experience with operations/ customer service.
  • Continuous desire to improve and grow.





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.