Join Maria Pecorella's Desjardins Insurance Agency as a Client Engagement Associate, where your focus will be on connecting with clients through cutting-edge scheduling methods.
In this role, you'll be essential in maintaining client relationships while ensuring their insurance and financial needs are addressed. You'll set up appointments, conduct follow-ups, and provide valuable information about new products and updates through meetings on platforms like Zoom and Teams.
Key Responsibilities:
• Schedule and conduct client engagement appointments
• Maintain and update client information
• Educate clients on insurance and financial services
• Support clients in accessing their accounts digitally
• Follow up to uphold high client satisfaction
Requirements:
• Self-driven and eager to learn
• Excellent communication skills in various formats
• Detail-oriented and professional approach
• Preferably three years in customer service or sales
• Open to recent graduates
Embrace the opportunity for growth and client support at Maria Pecorella's agency.
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📌 Client Engagement Associate Role at Desjardins (Ottawa)
🏢 Maria Pecorella Desjardins Insurance
📍 Ottawa