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    Customer Care Representative - Calgary, Canada - Rachel Mah Poy Insurance & Financial Services

    Rachel Mah Poy Insurance & Financial Services
    Rachel Mah Poy Insurance & Financial Services Calgary, Canada

    3 weeks ago

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    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:

    • 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.

    Requirements:

    • 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)

    Benefits of Working with Us:

    • 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

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



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