Build client relationships in Calgary through outbound outreach, responsive service, and organized follow-up at Jeff Cooke Insurance Agency.

This full-time, in-office representative connects with existing clients through the In-Book Client Outreach Program. The work involves regular follow-ups, retention support, opportunity identification, and established performance goals. Robust communication, telephone confidence, organization, and comfort learning computer systems are required.

Key Responsibilities:

- Contact existing clients through outbound outreach
- Follow up regularly and strengthen client relationships
- Support client retention and identify service opportunities
- Work toward outreach, service, and performance goals
- Provide friendly, solution-focused customer service

Requirements:

- At least two years of exceptional customer service experience
- Confidence making outbound calls
- Goal-oriented and proactive approach
- Comfort using computers and learning new systems
- Willingness to pursue a Level 1 General Insurance Licence

Use confident outreach, relationship-building, and customer service skills while developing a longer-term insurance career in Calgary.

📌 Insurance Client Outreach Representative (Canada)
🏢 Jeff Cooke - Desjardins Insurance Agent
📍 Canada