At Desjardins Insurance, our agency is built on trust, professionalism, and strong client relationships. We are committed to helping individuals and families protect what matters most while delivering exceptional, personalized service.
We are growing and looking for a motivated Customer Service Representative (CSR) to join our high-performing team.
Key Responsibilities
- Provide day-to-day service and support to existing clients (auto, home, and small business insurance)
- Process policy changes, endorsements, renewals, and cancellations accurately
- Respond to client inquiries via phone, email, and in-office interactions
- Review coverage with clients and identify opportunities for additional protection
- Support the sales team with quoting and follow-ups as needed
- Maintain accurate client records and ensure compliance with company guidelines
- Assist with claims guidance and documentation
- Deliver exceptional day-to-day service to existing clients (auto, home, and small business)
- Process policy changes, renewals, and endorsements accurately and efficiently
- Respond to client inquiries by phone, email, and in person
- Review client coverage and identify gaps or improvement opportunities
- Support advisors with quoting, follow-ups, and retention
- Guide clients through claims with empathy and professionalism
- Maintain accurate records and ensure compliance with Desjardins standards
- Assist myself in Social media marketing/Ad Campaigns
- 1-2+ years of customer service experience (insurance or bank experience is an asset)
- OTL licensed (or willing to obtain within a defined timeframe)
- Strong communication and relationship-building skills
- Highly organized with strong attention to detail
- Ability to thrive in a fast-paced, team-driven environment
- Comfortable using CRM systems and digital platforms
- Competitive salary + performance incentives
- Paid training and OTL licensing support
- Ongoing coaching, mentorship, and career development
- A supportive, team-focused environment
- Long-term growth opportunities within the agency
- Work in a structured, process-driven environment
- Be part of a collaborative and accountable team culture
- Build long-term client relationships-not transactional interactions
We thank all applicants who apply but only those who progress to next steps will be contacted
This is a Full time position in office within a Hamilton Insurance Agency.
These positions are with an independant contractor agent that is part of the Desjardins exclusive Agent network; not within Desjardins Group or its subsidiaries. This Agents' employees are not employees of Desjardins. Independant Contractor Agents are responsible for and make all employment decidsions regarding their employees.
