Join Maria Pecorella's Desjardins Insurance Agency as a Client Engagement Associate, where your focus will be on connecting with clients through creative 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 current 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