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. Strong 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.

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