Job Description & How to Apply Below
At Desjardins Insurance , our agency is built on trust, professionalism, and strong client relationships. We are committed to helping individuals and families protect what matters most while delivering exceptional, personalized service.
We are growing and looking for a motivated Customer Service Representative (CSR) to join our high-performing team.
Key Responsibilities
Provide day-to-day service and support to existing clients (auto, home, and small business insurance)
Process policy changes, endorsements, renewals, and cancellations accurately
Respond to client inquiries via phone, email, and in-office interactions
Review coverage with clients and identify opportunities for additional protection
Support the sales team with quoting and follow-ups as needed
Maintain accurate client records and ensure compliance with company guidelines
Assist with claims guidance and documentation
What You’ll Do
Deliver exceptional day-to-day service to existing clients (auto, home, and small business)
Process policy changes, renewals, and endorsements accurately and efficiently
Respond to client inquiries by phone, email, and in person
Review client coverage and identify gaps or improvement opportunities
Support advisors with quoting, follow-ups, and retention
Guide clients through claims with empathy and professionalism
Maintain accurate records and ensure compliance with Desjardins standards
Assist myself in Social media marketing/Ad Campaigns
What We’re Looking For
1–2+ years of customer service experience (insurance or bank experience is an asset)
OTL licensed (or willing to obtain within a defined timeframe)
Strong communication and relationship-building skills
Highly organized with strong attention to detail
Ability to thrive in a fast-paced, team-driven environment
Comfortable using CRM systems and digital platforms
What We Offer
Competitive salary + performance incentives
Paid training and OTL licensing support
Ongoing coaching, mentorship, and career development
A supportive, team-focused environment
Long-term growth opportunities within the agency
Why Join Our Team
Work in a structured, process-driven environment
Be part of a collaborative and accountable team culture
Build long-term client relationships—not transactional interactions
We thank all applicants who apply but only those who progress to next steps will be contacted.
This is a Full time position in office within a Hamilton Insurance Agency.
These positions are with an in dependant contractor agent that is part of the Desjardins exclusive Agent network; not within Desjardins Group or its subsidiaries. These agents' employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.
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