Client Relationship Associate at Desjardins

Shape exceptional customer experiences at Maria Pecorella’s Desjardins Insurance Agency as a Client Relationship Associate. Engage with clients to identify gaps in insurance coverage and ensure their needs are met.

In this proactive role, your key focus will be connecting with clients through calls and emails to explore additional coverage opportunities. You'll build and maintain strong relationships while documenting client interactions. Educating clients about insurance solutions is crucial for their financial well-being.

Key Responsibilities:

• Proactively reach out to clients by phone and email

• Establish and maintain strong customer relationships

• Update client information and document interactions

• Educate clients on insurance and financial services

• Assist clients with digital access and account management

Requirements:

• Recent college or university graduates encouraged

• 3 years of customer service or sales experience preferred

• Secondary language communication is a valued asset

• Must obtain required insurance licenses

Bring your communication skills and passion for customer service to help clients thrive.
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