As a Client Services Advisor, Group Insurance, you develop and maintain business relationships with members and clients. You provide customer service based on member/client needs. You help build and maintain business relationships with members and clients. You drive results by reviewing information requests for products and services and promote them based on client needs and your unit’s business objectives and strategies. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. Interpersonal savvy is therefore essential. You will be required to work with a variety of clients who have their work benefits with Desjardins. The advisor will educate clients on their group policies, coverages, claims, beneficiaries and other day to day tasks. Policies include prescription drugs, vision, dental, extended health care, HSA, and travel insurance. More specifically, you will be required to:
- Establish an advisory relationship by identifying current and potential needs and supporting client retention. Advise members and clients on specialized products and services and ensure member/client satisfaction
- Review client needs and compile and analyze data. Handle requests and follow up as needed
- Assist members and clients, listen to their needs and propose personalized solutions
- Help identify your unit’s operational risks and opportunities for improvement
- Stay on top of the latest standards, products and services in your field.
What we offer*
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
* Benefits apply based on eligibility criteria.
What you bring to the table
- College diploma in a related field
- A minimum of one year of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english-speaking partners, members and/or clients.
Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
Trade Union (If applicable)
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Job Family
Member/client sales and service (FG)
Unposting Date
2026-04-10