Risk management advisor analyzing risks and developing solutions for Desjardins, North America's largest cooperative financial group. Preparing recommendations, reports, and action plans while advising clients, practitioners, and organizational units.
About the role
- OTL Licensed Insurance Agent connecting with potential and existing clients via inbound and outbound calls at Square One. Personalized policy services in a supportive team environment.
Responsibilities
- Handling a high volume of inbound calls from clients in a prompt and professional manner.
- Making outbound calls to clients who have received targeted marketing materials.
- Assessing client needs, providing quotes, and ultimately selling policies.
- Promoting Square One and encouraging clients to do the same.
- Responding to online chat and email inquiries from clients.
- Handling payment-related matters.
- Helping clients make changes to their policies.
- Taking claims reports from clients.
- Maintaining your training and industry knowledge.
Requirements
- At least 2 years of experience selling property and/or auto insurance, preferably in a call centre environment.
- An active Other Than Life (OTL) General Insurance License in Ontario.
- At least 1 year of tenure with a recent employer.
- A high school diploma and, preferably, some post-secondary education.
Benefits
- The ability to work from home.
- Flexible medical, dental, vision and extended health care coverage.
- Short and long-term disability coverage.
- Participation in the corporate profit-sharing plan.
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