- Complete daily marketing call (cold call & warm call) requirements.
- Complete daily office administrative tasks (including billing, claims connection calls, mailer programs, and event prep).
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Provide prompt, accurate, and friendly customer service.
- Meet deadlines with accuracy and thoroughness.
- Work with the agent to establish and meet marketing goals.
- Meet monthly lead generation & sales goals.
- Sales or Administraive experience (outside sales or inside sales representative, retail sales associate, or telemarketing) 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
- General Level 1 Insurance License (preferred- not required)
- Competitive Hourly Wage & 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
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Customer Care Representative - Calgary, Canada - Rachel Mah Poy Insurance & Financial Services
Description
Customer Care Representative - Rachel Mah Poy Insurance & Financial Services
Location: 340 Midpark Way SE Suite 207 Calgary AB
Type: Full Time – Monday- Friday 9:00am to 5:00pm
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.
Responsibilities:
Requirements:
Benefits of Working with Us:
This is a Full-time position within a Desjardins Insurance Agency in Calgary AB, this is not a remote role.