Customer Relations Representative
Pat Gaetano - Desjardins Insurance Agent —Hamilton, ON
- $20–$22 an hour
- Part-time
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- Microsoft Office
- Communication skills
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Customer Relations Representative

Pat Gaetano - Desjardins Insurance Agent
Hamilton, ON

Quick apply

Job details

Part-time | Freelance
$20–$22 an hour

Qualifications

Customer service
Microsoft Office
Communication skills

Full job description

Customer Relations Representative
Type: Part Time

Customer Relations Representative

Part-Time | Monday to Wednesday | Stoney Creek, ON

$20/hour to start + individual benefits + team bonus structure

Do you love making people feel taken care of? Are you the kind of person who follows through, stays organized, and takes pride in doing things right? If that sounds like you, keep reading.

We are a growing, insurance agency in Stoney Creek that puts relationships first. We do real, consultative service - and our clients notice the difference. As we grow, we are looking for someone to help us deliver an even better experience at every touchpoint.

The Role

You will be the person who help keeps our clients informed, supported, and expressing how they matter. This is not a passive desk job. You will be proactive, organized, and client-focused every day you are in.

Your day-to-day will include:

Onboarding new clients and following up to make sure they are set up and supported
Following up on claims to keep things moving and keep clients in the loop
Processing payments, following up on missed payments, and handling billing administration
Conducting file audits to spot gaps and opportunities and reporting to agent for reviews
Following up on digital subscriptions and online service enrollments
Following up with clients on booking life insurance appointments
Sending meet-the-team emails, renewal outreach, and client communications on behalf of the agency
Preparing marketing letters, postcards, and maintaining the marketing calendar
Managing the agency principal's inbox, calendar, and day-to-day priorities
Keeping our CRM database clean and up to date

Who You Are

Organized and detail-oriented - you do not let things fall through the cracks
A strong communicator - warm, professional, and clear in writing and on the phone
Comfortable making outbound calls and following up without being pushy
Digitally fluent - quick to master MS Office, new programs and AI
Reliable and self-motivated - you take ownership without being micromanaged
Experience in customer service, admin, or a client-facing role is an asset
Insurance background is not required - we will train the right person

What We Offer

Individual benefits package
Participation in the team bonus structure
A team that genuinely supports each other
Room to grow as the agency grows, and to move to full time

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.

Quick apply

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Customer Relations Representative
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Customer Relations Representative Type: Part Time

The Role

Who You Are

What We Offer

Customer Relations Representative
Type: Part Time