Insurance Service Specialist

Job Description

<h3>Job Description</h3><p>Job Description<p><strong></strong><strong>Insurance Service Representative - Desjardins Insurance Agent Team Member</strong><p>Location: Bolton<br />Type: Full Time</p><p><strong>We are hiring an Insurance Service Specialist to support our growing client base and service team.</strong></p><p>This role is ideal for someone who:</p><p> Enjoys working with people</p><ul><li>Is comfortable on the phone</li><li>Works well in a structured, fast-paced office</li><li>Takes feedback well and follows through</li></ul><p></p><p> You may already be licensed, or you may be willing to obtain your license — both are welcome. </p><p></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle client service requests (policy changes, renewals support, follow-ups)</li><li>Make outbound and inbound client calls (this is a call-first role)</li><li>Provide timely, professional responses to clients</li><li>Accurately document all client interactions</li><li>Support sales advisors with follow-ups and information gathering</li><li>Assist with claims status checks when requested</li><li>Maintain clean, up-to-date client records and permissions</li></ul><p></p><p><strong>What Success Looks Like</strong></p><ul><li>Clients feel taken care of and informed</li><li>Requests are handled promptly and correctly</li><li>Files are complete and well documented</li><li>Tasks are followed through without repeated reminders</li><li>You work independently while knowing when to ask for help</li></ul><p></p><p><strong>What We’re Looking For</strong></p><p> Top priorities: </p><ul><li>Strong communication and people skills</li><li>Coachable, positive attitude</li><li>Ability to work efficiently and stay organized</li><li>Reliability and accountability</li><li>Some technical aptitude, guide clients through some new technology</li></ul><p></p><p> Nice to have (but not required): </p><ul><li>Insurance experience or licensing</li><li>Office or customer service background</li><li>Familiarity with personal or commercial insurance</li></ul><p></p><p>We care more about fit, attitude, and execution than knowing everything on day one.</p><p></p><p><strong>Licensing</strong></p><ul><li>If you are already licensed in Ontario: great.</li><li>If not, you must be willing to work toward licensing within a reasonable timeframe (support provided).</li></ul><p></p><p> Progress toward licensing will be expected and tracked.</p><p></p><p><strong>Work Environment</strong></p><ul><li>In-office role (Bolton)</li><li>Clear expectations and structure</li><li>Supportive, professional team</li><li>Opportunities for growth as the agency expands</li></ul><p></p><p><strong>How to Apply</strong></p><p>Please submit: </p><ul><li>Your resume and follow the TalentNest Process</li><li>Please send an email to <span >john.brown@desjardins.com</span> with a short note explaining why this role interests you, what type of work environment you do best in, and why you would be a suitable applicant for this position. </li></ul><p><strong></strong></p></p></p>