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Level #2 Licensed Insurance Advisor

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Desjardins Insurance
๐Ÿ“ ahuntsic north, Canada
๐Ÿ“
Location ahuntsic north
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Posted June 05, 2026
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Commute Local Area
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Job Description

Kevin J Carruthers Insurance Agency Insurance Licensed Client Care Advisor Reports To: The Job will report to the Agent and/or Office Manager

Job Overview This role is one of a Level 2 Client Care Specialist that will focus their position toward handling all aspects of their designated clientele and evolving this relationship with each of them. It is crucial that our clients receive exceptional Client Experience during each interaction to help solidify and retain our book of business as well as proactively looking for opportunities to Multiโ€‘Line and Grow our book of business through pivoting to new opportunities and acquiring referrals.

Responsibilities and Duties

Ability to manage your own โ€˜Book of Businessโ€™ with a list of assigned clients (between 1000 and 1500) that will be your responsibility. Managing, Growing and Retaining this relationship

Deliver Second to None Client Experience while following and adhering to all Agency Processes and Tools t...

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๐Ÿ“ Location Details

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City
ahuntsic north
๐Ÿ—บ๏ธ
Country
Canada
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Commute
Local Area

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