Insurance Service Specialist

Job Description

Job Description

Job Description

Insurance Service Representative - Desjardins Insurance Agent Team Member

Location: Bolton
Type: Full Time

We are hiring an Insurance Service Specialist to support our growing client base and service team.

This role is ideal for someone who:

Enjoys working with people

• Is comfortable on the phone
• Works well in a structured, fast-paced office
• Takes feedback well and follows through

You may already be licensed, or you may be willing to obtain your license — both are welcome.

Key Responsibilities

• Handle client service requests (policy changes, renewals support, follow-ups)
• Make outbound and inbound client calls (this is a call-first role)
• Provide timely, professional responses to clients
• Accurately document all client interactions
• Support sales advisors with follow-ups and information gathering
• Assist with claims status checks when requested
• Maintain clean, up-to-date client records and permissions

What Success Looks Like

• Clients feel taken care of and informed
• Requests are handled promptly and correctly
• Files are complete and well documented
• Tasks are followed through without repeated reminders
• You work independently while knowing when to ask for help

What We’re Looking For

Top priorities:

• Strong communication and people skills
• Coachable, positive attitude
• Ability to work efficiently and stay organized
• Reliability and accountability
• Some technical aptitude, guide clients through some new technology

Nice to have (but not required):

• Insurance experience or licensing
• Office or customer service background
• Familiarity with personal or commercial insurance

We care more about fit, attitude, and execution than knowing everything on day one.

Licensing

• If you are already licensed in Ontario: great.
• If not, you must be willing to work toward licensing within a reasonable timeframe (support provided).

Progress toward licensing will be expected and tracked.

Work Environment

• In-office role (Bolton)
• Clear expectations and structure
• Supportive, professional team
• Opportunities for growth as the agency expands

How to Apply

Please submit:

• Your resume and follow the TalentNest Process
• Please send an email to john.brown@desjardins.com 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.