Shape client interactions as a Client Engagement & Growth Specialist at Maria Pecorella Insurance. Be the trusted advisor helping clients secure their assets and pursue their goals.
In this pivotal role, you will connect with clients daily, identifying gaps in their coverage and scheduling essential review appointments. Your ability to build meaningful relationships will directly impact clients' peace of mind, allowing them to make informed decisions about insurance options. With a focus on continuous growth and community support, you will thrive in a culture that prioritizes collaboration and empathy.
Key Responsibilities:
• Connect with clients via phone and email
• Build strong relationships through proactive follow-up




• Identify coverage gaps and schedule reviews
• Educate clients on insurance solutions
• Maintain accurate client records and documentation
Requirements:
• Experience in customer service or sales
• Strong communication skills and organized demeanor
• Comfortable making outbound calls
• Qualified, self-motivated, detail-oriented
• Ability to obtain necessary insurance licensing
Help clients secure their future with your relationship-building skills at Maria Pecorella Insurance.
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📌 Maria Pecorella Insurance Engagement Specialist (Ottawa)
🏢 Maria Pecorella Insurance Agency
📍 Ottawa