Insurance Agency Receptionist and Office Admin

Insurance Agency Receptionist and Office Admin - Desjardins Agent Team Member

Type: Full Time

This role is the first point of contact for clients and plays a key role in providing exceptional customer service while supporting the daily operations of the agency.

Responsibilities:

• Front Desk Management: Greet and assist clients in person, over the phone, and via email in a courteous and professional manner.
• Client Support: Handle inquiries, schedule appointments, and provide information about agency services.
• Administrative Duties: Manage incoming and outgoing correspondence, maintain organized client files, and perform general office tasks such as filing, scanning, and data entry.
• Office Coordination: Ensure the reception area is welcoming, order office supplies, and handle any facility-related issues.
• Team Collaboration: Support other team members and contribute to a positive, efficient work environment.

Requirements:

• High school diploma or equivalent required; associate degree or higher preferred.
• Previous experience in customer service or office administration, preferably in an insurance or financial services setting.
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• Proactive in problem solving
• Dedicated to customer service
• Ability to multi-task
• Ability to make presentations to potential customers
• Property & Casualty license (able to obtain)

Compensation is competitive and based on level of experience.

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.