Relationship Manager Billing Specialist

Manage billing concerns and customer relationships as a full-time Relationship Manager in Oakville, Ontario, supporting an independent Desjardins agent team.

This Relationship Manager position combines customer service, billing administration, appointment booking, and marketing support. You will develop leads, identify customer needs, manage accounts receivable, and help the agency meet marketing goals. The role also includes communications and administrative activities.

Key Responsibilities:

• Develop leads and schedule insurance and financial appointments
• Manage billing concerns, payments, deposits, and accounts receivable
• Provide prompt, accurate, and friendly customer service
• Support marketing goals, promotions, events, and webinars
• Create social media postings and take meeting minutes

Requirements:

• Preferred sales experience in outside, inside, retail, or telemarketing
• Preferred record of meeting sales goals or quotas
• Excellent interpersonal and written communication skills
• Proactive problem-solving and customer service dedication
• Ability to multitask and present to potential customers

Bring billing expertise, communication skills, and proactive customer service to support the Oakville agency’s relationship management needs.