Client Success Specialist Insurance (Canada)

Client Success Specialist Insurance (Canada)

28 Oct
|
Todd-O
|
Canada

28 Oct

Todd-O

Canada

Build client relationships through insurance expertise as a Client Success Specialist in Cambridge, Ontario, working full-time in-office with Desjardins Insurance.

Todd O’Donnell – Desjardins Insurance Agent seeks an experienced customer service qualified for its established Cambridge agency. You will help clients understand home and auto policies, billing, coverage, changes, and claims. The position emphasizes problem-solving, communication, organization, and relationship building while supporting client retention and agency goals.

Key Responsibilities:

- Answer home and auto insurance policy questions
- Explain coverage, billing, changes, and claims processes
- Complete policy changes and follow up on requests




- Identify coverage gaps and connect clients with solutions
- Build relationships through outreach and policy reviews

Requirements:

- At least three years of customer service experience
- Clear, professional verbal and written communication
- Strong listening, problem-solving, and relationship-building abilities
- Excellent attention to detail and organizational skills
- Ontario OTL licence preferred, not required

Use customer service, insurance communication, and relationship-building skills to support clients at this Cambridge Desjardins agency.

📌 Client Success Specialist Insurance (Canada)
🏢 Todd-O
📍 Canada

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