Personal Lines Digital Service Advisor supporting customers with coverage, policies, renewals, and claims for Westland Insurance’s online tenant insurance program.
About the role
- Business Advisor serving Desjardins members and clients in Montréal. Advising on specialized financial products, developing relationships, and delivering personalized solutions.
Responsibilities
- Establish an advisory relationship by identifying current and potential needs and supporting client retention
- Advise members and clients on specialized products, services and solutions and ensure member/client satisfaction
- Analyze and meet special client needs, handle requests and follow up as needed
- Collect, compile and analyze data
- Prepare recommendations
- Finalize contracts, reports and other administrative documents
- Stay on top of the latest standards, products and services in the field
- Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
- Sell specialized products and services through multiple distribution channels based on member/client needs and current strategies and practices
- Review special information requests and promote and sell specialized products based on client needs and unit business objectives and strategies
- Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
- Develop and implement personalized solutions and propose integrated service offers
- Support current and potential members and clients, represent the organization, and help negotiate agreements with clients
Requirements
- General college diploma in a related field
- A minimum of two years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
- Action oriented
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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