Insurance Account Representative Trainee - Client Satisfaction Team
Jeff Cooke Insurance Agency
2 days ago
Full-time
On-site
Calgary, Alberta, Canada
$56,535 - $75,585 CAD yearly
Insurance Account Representative Trainee - Client Satisfaction (Service Team)
Are you ready for an awesome next step in your career?
Do you thrive on providing exceptional service in an enthusiastic way?
Do you wish to expand your knowledge and work in the exciting Insurance and Financial Services field?
Can you obtain your AIC General Level 1 Insurance License in short order?
Do you want a steady, full time schedule that is Monday to Friday from 8:30 to 5:30 where most days you are able to leave at 5?
Do you find that a great work culture focused on Teamwork, best practices and continuous and constant improvement motivating?
Would you like a stable career with a solid income and great benefits?
Then this is the opportunity for you!
Main responsibilities
Able to provide "wow factor" service to our clients so they wish to have all their insurance needs met by us
Be an expert on client follow up and follow through
Explain coverages
Complete policy changes
Follow up for policy information
Review renewals with clients
View insurance needs in a "holistic" manner and offer appointments to clients for all lines of insurance
Delight and retain clients
Be so helpful that clients refer friends and family
Qualifications
General Level 1 Insurance Agent License or obtain in short order
1 - 3 years or more of experience in providing exceptional customer service
Passionate about delighting clients with exceptional service
Extremely coach-able, a quick learner and love ongoing training
Work Status: Permanent Resident or Canadian Citizen
Salary and Benefits
Are you ready for an awesome next step in your career?
Do you thrive on providing exceptional service in an enthusiastic way?
Do you wish to expand your knowledge and work in the exciting Insurance and Financial Services field?
Can you obtain your AIC General Level 1 Insurance License in short order?
Do you want a steady, full time schedule that is Monday to Friday from 8:30 to 5:30 where most days you are able to leave at 5?
Do you find that a great work culture focused on Teamwork, best practices and continuous and constant improvement motivating?
Would you like a stable career with a solid income and great benefits?
Then this is the opportunity for you!
Main responsibilities
Able to provide "wow factor" service to our clients so they wish to have all their insurance needs met by us
Be an expert on client follow up and follow through
Explain coverages
Complete policy changes
Follow up for policy information
Review renewals with clients
View insurance needs in a "holistic" manner and offer appointments to clients for all lines of insurance
Delight and retain clients
Be so helpful that clients refer friends and family
Qualifications
General Level 1 Insurance Agent License or obtain in short order
1 - 3 years or more of experience in providing exceptional customer service
Passionate about delighting clients with exceptional service
Extremely coach-able, a quick learner and love ongoing training
Work Status: Permanent Resident or Canadian Citizen
Salary and Benefits
Starting Base Salary $56,535.00
$58,585.00 After 6 Months Advising
$63,585.00 When promoted to Senior Insurance Account Representative - Client Satisfaction
Annual Cost of Living Base Salary Increase every February/March
Opportunity to earn $12,000 per year in bonus income based on completion of input activities with clients (not policy sales or commissions)
Fitness Club gym membership
Health and Dental Benefits
Group RRSP with matching
4 weeks paid vacation
100% In Office (Zero Remote)
Hours: Monday to Friday 8:30 to 5:30
Must have a vehicle to commute to our office
Current: 1933 18 Ave NE, Suite 201, Calgary, AB, T2E 7T8
As of September 1st: 2424 4 St SW (Mission), Calgary, AB, T2S 2T4
Fitness Club gym membership
Health and Dental Benefits
Group RRSP with matching
4 weeks paid vacation
100% In Office (Zero Remote)
Hours: Monday to Friday 8:30 to 5:30
Must have a vehicle to commute to our office
Current: 1933 18 Ave NE, Suite 201, Calgary, AB, T2E 7T8
As of September 1st: 2424 4 St SW (Mission), Calgary, AB, T2S 2T4
Compensation: $56,535.00 - $75,585.00 per year
We're Hiring!
If you believe in having fun in a stable working environment and have a willingness to learn, we should meet to discuss our career opportunity.
These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.