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Customer Service Representative

Rachel Mah Poy Insurance & Financial Services

Title of the Job: Customer Service Representative

Location: Calgary, AB

Job Description: Customer Service Representative – Rachel Mah Poy Insurance & Financial ServicesLocation: 340 Midpark Way SE Suite 207 Calgary AB
Type: Full Time – Monday- Friday 9:00am to 5:00pmPosition 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.Responsibilities:

  • Help our clients with accuracy, thoroughness, & “wow factor” service.
  • Complete daily administrative tasks such as billing, claims connections, etc.
  • Provide prompt, accurate, and friendly servicing for existing clients personal lines insurance plans (auto and property insurance servicing).
  • Able to help clients understand the need for Life and Health insurance and successfully book their Life and Health insurance Review appointment with our expert team.
  • Complete daily lead generation activities.

Requirements:

  • General Level 1 Insurance License -required
  • 1 year experience in insurance industry (preferred)
  • Cold Call experience (preferred)
  • Excellent communication, written, verbal and listening skills
  • Self-motivated, goal oriented and enthusiastic
  • Diligent and hardworking
  • Proactive in problem solving

Benefits of Working with Us:

  • Competitive Base Salary & Monthly Bonus Compensation Structure
  • Paid Vacation plus Flex Days (used for sick or personal time)
  • Annual Team Travel Bonus
  • Christmas Bonus Days
  • Environment focused on career advancement and personal development
  • Additional licensing courses and exams paid to further career by the Agency

This is a Full-time position within a Desjardins Insurance Agency in Calgary AB, this is not a remote role.

Company Name: Rachel Mah Poy Insurance & Financial Services

Salary:


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