Manage billing concerns and customer relationships as a full time Relationship Manager in Oakville, Ontario, supporting an independent Desjardins agent team.

This Relationship Manager position combines customer service, billing administration, appointment booking, and marketing support. You will develop leads, identify customer needs, manage accounts receivable, and help the agency meet marketing goals. The role also includes communications and administrative activities.

Key Responsibilities:
Develop leads and schedule insurance and financial appointments
Manage billing concerns, payments, deposits, and accounts receivable
Provide prompt, accurate, and friendly customer service
Support marketing goals, promotions, events, and webinars




Create social media postings and take meeting minutes

Requirements:
Preferred sales experience in outside, inside, retail, or telemarketing
Preferred record of meeting sales goals or quotas
Excellent interpersonal and written communication skills
Proactive problem-solving and customer service dedication
Ability to multitask and present to potential customers

Bring billing expertise, communication skills, and proactive customer service to support the Oakville agency’s relationship management needs.

📌 Relationship Manager Billing Specialist Oakville
🏢 Vaco
📍 Oakville