Join Pat Gaetano Desjardins Insurance Agency as a Customer Relations Representative in Stoney Creek, ON. This full time, in-office role prioritizes client engagement and organized service.
As part of a growing insurance agency, you will be proactive in providing exceptional support to clients during the onboarding process and throughout their journey. You'll answer inquiries effectively, follow up on claims, process payments, and conduct vital audits to enhance service delivery.
Key Responsibilities:
• Answer phones and greet clients in a welcoming manner
• Onboard and support recent clients to ensure satisfaction
• Follow up on claims and keep clients informed
• Process billing and handle missed payment communications




• Manage inbox and calendar of agency principal
Requirements:
• Solid communication skills in writing and verbally
• Proficiency in Microsoft Office, especially Excel and Outlook
• Detail-oriented, organized, and self-motivated
• Experience in customer service preferred but not required
• Digitally fluent and quick to learn new tools
Bring your communication skills and organizational talent to enhance client relations at Pat Gaetano Desjardins Insurance Agency.
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📌 Client Focused Customer Relations Role Hamilton (Canada)
🏢 Pat Gaetano - Desjardins Insurance Agent
📍 Canada