Kevin J Carruthers Insurance Agency

Level 1 Licensed Client Care Advisor

Reports To
The Job will report to the Agent and/or Level #2 Advisors
Job Overview
This role is one of a Level #1 Client Care Advisor and is geared towards a newly licensed individual (Under 2 Years Industry Experience) that will allow the candidate to gain experience and knowledge while being mentored by a more senior member of our team. You will be responsible to assist your mentoring advisor on completing and processing client changes to existing coverages and policies, as well as follow a pre-determined development plan while supporting the team, in order to eventually be promoted to a Level #2 Advisor after minimum of One Year.
Responsibilities and Duties


Ability to Manage a small client base, with your own “Book of Business” with a list of assigned clients (approximately 250) that will be your responsibility. Managing, Growing and Retaining this relationship

Deliver Second to None Client Experience while learning and adhering to all Agency Processes and Tools that are available to you.

Manage and assist with “Active Claims” daily follow ups and assist clients with questions and concerns with their open claim. Coordinate assistance with the Claims Rep assigned to each case and help provide routine updates to clients on their situation on an ongoing basis.

Manage all tasks related to Billing including Missed Payments, Invoice reminders, credit card updates, banking changes, Life Billing returns, billing confirmations, and reinstatement conditions. Each task to be followed and pended until policy is active and not in danger of losing coverage

Work alongside a designated Level #2 mentoring Advisor and assist them daily on finishing and processing changes on their behalf. Cordinating necessary document retrieval in order to process these changes and corresponding with clients to gather information required / provide confirmation.
Actively Market Auto Loan product through Claims (Total Losses) and Pivot to Life Insurance Appts daily.
Demonstrate Ability to Pivot to Life & Financial Services Daily and obtain daily, weekly, monthly and annual performance targets in both pivoting and Appointments being held
Managing your own “ongoing” activities daily and being able to recognize those that are more urgent and time sensitive, while also setting proper client expectations

Promoting our Business daily with existing clients through Google reviews and “Asking Daily”
        Receive positive NPS (Net Promotor Score) on returned surveys based on your client interactions
        Actively & Proactively assist agency in retaining our clients and book of business through our “SIGNificant Event” Retention process
        Solicit Referrals Daily from Client Base to Assist Agency in identifying new prospects

Qualifications Necessary

Organization & Ability to Work in Fast Paced Environment
Ability to work with basic computer “client based” and office/email software
Positive Outlook and Outgoing Personality. Ability to Build Relationships
MUST HAVE EITHER ACTIVE OTL or RIBO LICENSE / IF UNLICENSED YOU WILL HAVE MAXIMUM 90 DAYS TO SECURE LICENSE (OTL)

Agency Expectations / Performance Review

Trial Contract for Up to 90 Days Initially followed by Permanent position offer once Licensed
Attendance Record needs to be positive in order to maintain position. 
Ability to “Mesh” with the team in a positive fashion and add to the posi=ve work atmosphere will be measured in order to maintain position
Key Measurement of Performance will be Ability to manage this role with a trend of needing less supervision, as well as your ability to Add to our Client Experience in a Positive Fashion.


Reviews to be conducted 3 times per year after Permanent Contract
Ability to be Promoted to Level #2 Advisor after 6 months.

Compensation & Rewards Package

Base Salary starting at $42,500 ($40,000 if Unlicensed) with full Medical & Dental Benefits after 90 Days
Commission Plan paid semi-monthly along with monthly bonuses available that total up to $525 per month
Opportunity to be promoted to Level #2 Advisor after Minimum 1 Year (6 months if you already have 2 Years Industry Experience)... Level #2 comes with salary increase to $45,000 and monthly bonus plan of up to $1500


You will be working with two dedicated Level #2 Advisors closely that will be available for support and assist in your development.

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 towards 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 Multi-Line and Grow our book of business through pivoting to new opportunities and acquiring referrals.
Responsibilities and Duties


Ability to Manage your own “Book of Business” 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 that are available to you.

Manage all “Active Claims” daily follow ups and assist clients with questions and concerns with their open claim. Coordinate assistance with the Claims Rep assigned to each case and help provide routine updates to clients on their situation on an ongoing basis.

Manage all tasks related to Billing including Missed Payments, Invoice reminders, credit card updates, banking changes, Life Billing returns, billing confirmations after changes, and reinstatement conditions. Each task to be followed and pended until policy is active and not in danger of losing coverage (You will be assigned a designated Level #1 Advisor that will report to you and support you with billing follow ups & Other tasks)

Actively Selling and Looking for Opportuni=es to grow our policy base by adding products to each household that were not present before. Auto Property and Financial Services

Actively Market Auto Loan product through Claims (Total Losses) and Pivot to Life Insurance Appts daily.

Demonstrate Ability to Pivot to Life & Financial Services Daily and obtain daily, weekly, monthly and annual performance targets in both pivo=ng and Appointments being held

Managing your own “ongoing” activities daily and being able to recognize those that are more urgent and time sensitive, while also seXng proper client expectations

Promoting our Business daily with existing clients through Google reviews and “Asking Daily”

Receive positive NPS (Net Promotor Score) on returned surveys based on your client interactions

Actively & Proactively assist agency in retaining our clients and book of business through our “SIGNificant Event” Retention process

Solicit Referrals Daily from Client Base to Assist Agency in identifying new prospects

Qualifications Necessary

Organization & Ability to Work in Fast Paced Environment
Ability to work with basic computer “client based” and office/email software
Positive Outlook and Outgoing Personality. Ability to Build Relationships
MUST HAVE EITHER ACTIVE OTL or RIBO LICENSE AND MINIMUM 2 YEARS EXPERIENCE

Agency Expectations / Performance Review

Trial Contract for Up to 90 Days Initially followed by Permanent position offer once Licensed
Attendance Record needs to be positive in order to maintain position. Job is IN OFFICE ONLY... No Option for Remote or "Work from Home"
Ability to “Mesh” with the team in a positive fashion and add to the positive work atmosphere will be measured in order to maintain position
Key Measurement of Performance will be Ability to manage this role with a trend of needing less supervision, as well as your ability to Add to our Client Experience in a Positive Fashion.


Reviews to be conducted 3 times per year after Permanent Contract
Ability to be Promoted to Product Specialist (Sales Roll) once development permits.

Compensation & Rewards Package

Base Salary starting at $45,000 with full Medical & Dental Benefits after 90 Days
Commission Plan paid semi-monthly along with monthly bonuses available that total up to $1500 per month
Annual Bonus up to $5,000 Based on Individuals Results
4 DAY WORK WEEK AVAILABLE BASED ON PERFORMANCE METRICS
Monthly, Quarterly, and Annual Team Incentives & Promotions rewarded with Travel and Other Cash Prizes and/or Events
You will be assigned a Dedicated Level #1 Advisor that will report to you and support you with your Administrative & Processing Duties & Be Responsible to Assist in their Development

BILLING & CUSTOMER SUPPORT SPECIALIST NEEDED
 
                          We are currently searching for an individual to join our team in Billing & Client support capacity. The candidate must be a self motivated, well organized person that is looking for a full time hourly position with possible advancement. A background in customer service, and/or administrative work would be an asset. Will work alone in our Innes / Tenth Line office majority of the time at beginning and will be there to make outbound calls and direct traffic to our other locations.
MUST BE FLUENT IN ENGLISH AND FRENCH! Contract is for on a 90 Day Trial Basis with Renewal option based on Development
 
DUTIES AND RESPONSIBILITIES INCLUDE:
- Daily Outbound Billing Calls to Existing Clients who have past due payments
- Act as Liason between our Head Office Billing department and our clients to work through solutions for billing issues
- Routine Client Support Calls to assist in other (Non-Billing) Client Service transactions
- Assist Team in Answering Incoming Phone Traffic and Re-Routing Calls
- MUST BE ORGANIZED & COMFORTABLE ON PHONE
- Must be able to work alone with little supervsion (Lot's of Support though)
- Assist Team where Needed with Other Support & Administrative Duties
 
40 HOURS PER WEEK  - MONDAY THROUGH FRIDAY 9:00 - 5:00 $18.00 HOURLY
ROOM FOR ADVANCEMENT TO FULL TIME SALARIED TEAM MEMBER ONCE LICENSED
 
LOCATED IN ORLEANS (INNES & TENTH LINE)
KEVIN J CARRUTHERS DESJARDINS INSURANCE AGENCIES
kevin.carruthers@desjardins.com
 
IF THIS POSITION IS OF INTEREST TO YOU - PLEASE FORWARD YOUR RESUME BY EMAIL AND YOU WILL BE CONTACTED FOR AN INTERVIEW TIME, 

Life Insurance Account Representative - Desjardins Agent Team Member
Location: Orleans Ottawa ON
Type: Full Time (Starting Compensation Package of $45,000 to $50,000 Base Salary) Plus Commission & Bonus Package / MUST HAVE LLQP & BE ABLE TO GET OTL)
Position Overview:
Successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of Life Insurance Account Representative - Desjardins Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities:

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services (Life, Disability, Critical Illness products along with Home & Auto Insurance)
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, etc
Work with the agent to establish and meet performance goals & sales targets.
Requirements:

Sales experience (outside sales or inside sales representative, (Life sales experience) preferred
Successful track record of meeting sales goals/quotas preferred
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 (preferred/must be able to obtain)
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.

 Kevin J Carruthers Insurance Agency
Personal Client Care Advisor
 
ROCK STAR NEEDED….
 Looking for an individual with a proven track record in sales and client experience to join our expanding team of highly skilled advisors in one of Ottawa’s largest growing insurance agencies…. Selling and Servicing Car Insurance, Home and property products, Business Insurance and a whole suite of Financial Services
 
WHAT WE NEED FROM YOU…

Positive, Competitive, Winning Attitude. Memorable, Different and Unexpected in the way you serve clients in even the smallest transaction.
 

Receiving monthly sales targets and hitting them continuously, month after month
 

Great interpersonal skills, personality that intertwines with a close group of team members that inspire each other daily
 

Work ethic, and a strong one. This is a career… not a job. You have set hours however this is a sales business therefore you may need to put in some extra sometime and receive the rewards you yourself create.
 

Coachability… There is a lot to learn in this industry and a lot of opportunity to advance. We have awesom systems, processes and training… so just be open to learning and being coached. Our model is VERY PROVEN… So just trust in our processes
 

Attendance….Just show up! If you are the type of individual that needs a lot of time off….Please do not apply. Attendance is key for our agency to accommodate our large client base daily.. HOWEVER… Once you reach a certain licensing level, and sales results… You may also qualify for a 4 DAY WORK WEEK… Which is A LOT of time off
 

MORE THAN ONE LANGUAGE…. We hire based on Sales Drive and Passion. French is definitely an asset if you have it but does not disqualify you if you don’t.
 
 WHAT’S IN IT FOR YOU ???…
 

You get to come to work every day and work in a fun, collaborative atmosphere and work with an all star team and some absolutely fabulous clients
 

An above average earning potential as a base salary with pre-determined salary bumps along the way (You don’t need to request a raise… You’ll know when it’s coming) Incentive program also includes both monthly base commission and a monthly bonus package that is second to none in this area!!! Annual bonus program and team incentives such as a travel reward is also Basically you can expect to make between $45,000 and $60,000 in your first year as you are learning and you apply your sales skills. Once you hit Level Two, which can be anywhere from 8 months to a year… You should be earning between $50,000 to $70,000 and then the sky is the limit.
 

All training, development costs and licensing is paid by me. We develop you and best of all…. We pay for it!
 

Tons of advancement options as you develop and acquire next levels of licensing and results
 

FOUR DAY WORK WEEK… Yes you read that right. Once you hit a Level 2 Advisor Role, in the agency, you may qualify for a Four Day Work Week. This means that you get paid the same, BUT Work Four Days a week instead of Five
 

Full Health Benefits including medical and dental as soon as you pass your first license. These are paid by me as well.
 

DAMN GOOD COFFEE!!! Our Client lounge looks like a Starbucks where we have a Specialty Coffee of the Month program. Save that Starbucks money…..
 
 KEY TAKE AWAYS BEFORE YOU HIT APPLY….
 

Position is Full Time… On Site… And IN OFFICE.. Which means, NO you cannot work from home..
 

Location is in Orleans (East Ottawa)… If Geography is too far, don’t bother applying as I will not move the office
 

If you feel you are the right fit for this opportunity, the process is easy… Apply, and if your resume meets our requirements you will be sent a Sales Assessment by email to complete. Takes five minutes so do it as the process will end there if it is not returned. From there depending on score, we will meet… Looking forward to meeting you!

 Kevin J Carruthers Insurance Inc.

Opening: Client Concierge / Sales Administator

 

Reports To
The Job will report to the Agent

Job Overview
This role of the “Client Concierge / Sales Administrator” is to support our Agency in our efforts to elevate our Client Experience and set us apart from the Competition. Role consists of Greeting Clients that enter our facility, as well as supporting the entire team with Email monitoring and organizing, Social media management and other Sales Administrative / Admin tasks listed below

Responsibilities and Duties
 

Greet Clients that enter our Agency and prepare beverages such as specialty coffees. We offer a monthly “Seasonal” specialty which entails following easy recipes
Stocking Client lounge with Beverages and making popcorn daily as well as Lounge inventory control. Responsible for SWAG giveaways for Walk In Clients
Managing the entire teams Email accounts which entails being a delegate on 12 team members email in boxes and making sure that messages that come in are responded to within our specified time frame of 15 min. Maintaining this measurement may include responses from you as well.
Back up our Receptionist with Incoming Call Overflow
Managing and Tracking our Referral Program including the “Thank you” Courtesy Calls
Maintaining our Social Media Accounts and Posting Regularly
Assigning New Clients to their own “Personal Client Care” Advisor on a Weekly Basis which includes sending our “Welcome to the Agency” Digital Package
Daily Calls to Confirm all Advisors Appointments for Next Week (Face to Face and Phone Appointments)
Manage “Delinquent Activities” Weekly by Searching our CRM for Activities Due 7 Days or Older and Advising the proper Team Member
Work with Agent / Agency Marketing Specialist to develop In Book and Out of Book Marketing Lists to support Sales
 
 

Hours / Working Conditions & Compensation
 

Role is On Site at Orleans Location (260 Centrum Blvd Suite 102A Orleans)
$18.00 Per Hour (Increase to $20 After 6 Months)
Monday to Friday 9:00 am to 5:00 pm
Benefits Available if OTL License is Obtained (At Your Own Pace)
Licensing Costs if you Desire to Get Licensed Completely on Agency
Advancement Available in Future to Level 1 Advisor if You Desire
 
 

Insurance Account Representative - Desjardins Agent Team Member
Location: Orleans, ON
Type: Full Time / Salary + Commission $45,000 - $75,000 Per Year

Position Overview:
A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of Insurance Account Representative - Desjardins Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities:

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Work with the agent to establish and meet marketing goals.
Requirements:

Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
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 (preferred/must be able to obtain)

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.

Leads Generator & Team Support
 
TEAM MEMBER NEEDED IN OUR AGENCY….
 
Looking for an individual to help support our Sales Team by generating leads and COLD CALLING. Quoting and Booking appointments are the fuel that drives our sales results and we are hoping to find a key individual who excels on gathering leads for us to keep the sales funnel moving…
 
WHAT DOES YOUR DAY LOOK LIKE…
 

Pro-Actively Calling out to retrieve quoting information daily in Home and Auto Insurance with a mixture of Cold Calling to new leads and Warm calling to ex-clients and past quotes
 

Pro-Actively Cold Calling out to Businesses in the area to gather information for Business insurance quotes, Daily
 

Calling out to Existing Clients through marketing lists to secure Life insurance appointments.
 

Spend 40% of your day calling out to existing clients to review their billing accounts after they missed a premium payment. Making arrangements with our billing department to get payment made.
 

Other support duties to support our team to complete sales and service such as following for necessary documents needed and other “Administrative” tasks
 
WHAT SKILLS DO YOU NEED…
 
 

Coachability… There is a lot to learn in this industry and a lot of opportunity to advance. We have awesome systems, processes and training… so just be open to learning and being coached. Our model is VERY PROVEN… So just trust in our processes
 

Attendance….Just show up! If you are the type of individual that needs a lot of time off….Please do not apply. Attendance is key for our agency to accommodate our large client base daily..
 

MORE THAN ONE LANGUAGE…. We hire based on Sales Drive and Passion. French is definitely an asset if you have it but does not disqualify you if you don’t.
 

ABILITY TO COLD CALL…. This is a “Leads Generating” position so Cold Calling is a must and you will be doing lots of it. Must be comfortable with this.
 
 
 
WHAT’S IN IT FOR YOU ???…
 

You get to come to work every day and work in a fun, collaborative atmosphere and work with an all star team and some absolutely fabulous clients
 

25 Hours per week (on location) at $18 Per Hour Plus Bonus on Each Quote / Appointment you get for us. (Ranging from $10 to $25 Per Quote/Appointment)
 

All training, development costs and licensing is paid by me. We develop you and best of all…. We pay for it!
 

Tons of advancement options as you develop and acquire next levels of licensing and results
 

DAMN GOOD COFFEE!!! Our Client lounge looks like a Starbucks where we have a Specialty Coffee of the Month program. Save that Starbucks money…..
 
 
KEY TAKE AWAYS BEFORE YOU HIT APPLY….
 

Position is Full Time… On Site… And IN OFFICE.. Which means, NO you cannot work from home..
 

Location is in Orleans (East Ottawa)… If Geography is too far, don’t bother applying as I will not move the office
 

If you feel you are the right fit for this opportunity, the process is easy… Apply, and if your resume meets our requirements you will be sent a Sales Assessment by email to complete. Takes five minutes so do it as the process will end there if it is not returned. From there depending on score, we will meet… Looking forward to meeting you!