Build meaningful connections with clients at Maria Pecorella's Desjardins Insurance Agency. This engaging role focuses on relationship-building and identifying coverage gaps from Monday to Friday.
We are seeking a motivated professional to enhance client engagements from 8:30 a.m. to 1:30 p.m. You'll connect with clients via phone and email, educate them on insurance solutions, and schedule review appointments. Your role will be key in maintaining robust relationships while helping clients protect what matters most to them.
Key Responsibilities:
• Connect with clients through proactive phone and email outreach
• Build strong relationships via consistent follow-up opportunities
• Identify coverage gaps and schedule necessary review appointments




• Educate clients about insurance and financial services
• Maintain accurate documentation of client interactions
Requirements:
• Experience in customer service or business development is an asset
• Strong communication and interpersonal skills required
• Professional and organized with self-motivation
• Must be able to obtain insurance licensing if not licensed already
• Second-language proficiency is a plus
Drive impactful client interaction and be a vital part of our community-focused team.
#J-18808-Ljbffr

📌 Client Relationship Specialist at Desjardins (Ottawa)
🏢 Maria Pecorella Desjardins Insurance
📍 Ottawa