Desjardins

Member/Client Services Agent

Desjardins

full-time

Posted on:

Origin:  • 🇨🇦 Canada

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Job Level

Mid-LevelSenior

About the role

  • Assist members and clients and maintain business relationships
  • Sell products and services through multiple distribution channels based on member/client needs
  • Be responsible for one or more sub-specialties (life and health insurance, property and casualty, business services, personal services, securities)
  • Carry out sales, sales support and client relations activities for specific products and services
  • Listen to member/client needs and propose personalized solutions
  • Help members/clients choose and get the most of their tools and channels
  • Close sales, process transactions and follow up as needed
  • Take phone calls and handle information requests
  • Conduct research as needed and suggest personalized solutions
  • Ensure member and client satisfaction and service quality according to organization standards and procedures

Requirements

  • High school diplomas in a related field
  • A minimum of three years of relevant experience
  • Knowledge of French is required
  • Available to work Monday to Friday between 9:00 a.m. and 8:00 p.m. and Saturday on rotation from 9:45 a.m. to 3:45 p.m.
  • Action oriented
  • Communicates effectively
  • Customer Focus
  • Differences
  • Interpersonal Savvy
  • Nimble learning
  • Situational adaptability
  • Other combinations of qualifications and relevant experience may be considered
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