Advance your career with Maria Pecorella's Desjardins Insurance Agency as a Client Relationship Associate. Your role will involve efficiently setting up client appointments and enhancing their insurance understanding.
As a crucial member of our team, you will focus on building strong relationships with clients, either through in-person meetings or digital platforms like Teams and Zoom. This position emphasizes the importance of ensuring that clients’ insurance needs are continuously met with the latest offerings.
Key Responsibilities:
• Communicate effectively to schedule client appointments
• Build and update client relationships and information
• Use a needs-based approach to educate clients
• Assist with digital access and account management
• Follow up with clients for ongoing support
Requirements:
• Strong client communication skills
• Detail-oriented and professional demeanor
• Self-motivated with problem-solving skills
• Customer service exper...