Client Success Specialist Insurance Cambridge

Client Success Specialist Insurance Cambridge

30 Oct
|
Todd-O
|
Cambridge

30 Oct

Todd-O

Cambridge

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 professional 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
Explicit, professional verbal and written communication
Robust 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 Cambridge
🏢 Todd-O
📍 Cambridge

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