Overview

Entry Level Client Care Advisor Jobs in Ottawa, Canada at Desjardins Insurance

Title: Entry Level Client Care Advisor

Company: Desjardins Insurance

Location: Ottawa, Canada

Category:

Step into the insurance industry as a Level 1 Client Care Advisor at Kevin J Carruthers Insurance Agency. This role is ideal for newly licensed individuals eager to learn and grow in client management.

You will assist a Level 2 Advisor, managing a small client base of approximately 250. This entry-level opportunity allows you to gain industry knowledge and experience, with mentoring aimed at preparing you for a Level 2 promotion in as little as six months. Daily tasks will revolve around client relations, billing, and claims processing.

Key Responsibilities:

• Manage a client base effectively and retain relationships

• Provide exceptional client service and support

• Assist clients with active claims and updates

• Handle billing tasks and ensure payment compliance

• Collaborate with senior advisors on client documents

Requirements:

• Active OTL or RIBO license or ability to obtain within 90 days

• Strong organizational skills in a fast-paced environment

• Proficient with client management software

• Positive personality with relationship-building skills

• Commitment to attendance and team cohesion

Become an integral part of the team while enhancing your skills and contributing to client satisfaction at Kevin J Carruthers Insurance Agency.
#J-18808-Ljbffr

 

Upload your CV/resume or any other relevant file. Max. file size: 800 MB.