Benefits:

Health insurance

Competitive salary

Dental insurance

Client Success Specialist
Todd O’Donnell – Desjardins Insurance Agent

Location: Cambridge, Ontario

Position: Full-time, in-office

Compensation: $48,000 base salary plus bonuses

Expected total compensation: $55,000–$60,000 annually

Build a Career Helping People

Are you an experienced customer service professional who enjoys solving problems, building relationships and helping people feel looked after?

We are looking for a dependable, positive and self-driven Client Success Specialist to join our established Cambridge insurance agency. You will become part of a supportive team that works hard, helps one another and takes pride in delivering an excellent client experience.

Our agency has ranked among the Top 5% of Desjardins Insurance agencies for 18 years. We provide ongoing training, coaching and licensing support to help the right person build a rewarding long-term career in insurance.

What You’ll Do

Assist clients with questions about their home and auto insurance policies

Help clients understand coverage, billing, policy changes and the claims process

Complete policy changes and follow up on outstanding client requests

Identify gaps in coverage and connect clients with appropriate insurance solutions

Build lasting relationships through proactive client outreach and policy reviews

Support client retention by providing friendly, accurate and timely service





Work closely with the rest of the team to solve problems and meet agency goals

What We’re Looking For

At least three years of customer service experience

Transparent and professional verbal and written communication skills

Strong listening, problem-solving and relationship-building abilities

Excellent attention to detail and organizational skills

The ability to manage several priorities in a busy office

A positive attitude and willingness to receive coaching and learn new skills

Experience in insurance, banking, financial services, hospitality, retail or a professional office is an asset

An Ontario OTL insurance licence is preferred but not required. We will support the right candidate through the licensing process

Compensation and Benefits

Base salary of $48,000

Performance bonuses with expected total compensation of $55,000–$60,000

Three or more weeks of paid time off

Health and dental benefits after three months

Laptop and technology provided

Paid training, coaching and ongoing professional development

Team incentives and recognition programs

Why Join Our Team?

You will work in a beautiful, welcoming office with an experienced team that cares about its clients and one another. We provide structure and support while giving capable people the freedom to take ownership of their work.

If you are someone who follows through, communicates well and enjoys making life easier for clients, we would like to meet you.

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📌 Client Success Specialist (Ontario)
🏢 Todd-O
📍 Ontario