Insurance Client Experience Representative

2 weeks ago

Cambridge, Ontario, Canada Todd O'Donnell Insurance Agency Full time

About the Role:

We are seeking a highly organized and resourceful Customer Success Specialist to join our team at the Todd O'Donnell Insurance Agency. As the friendly face and confident voice of our office, you will handle the essential day-to-day client interactions that allow our agents and sales team to focus on growing the business. Your primary responsibility will be to provide outstanding service to our clients, ensuring every interaction leaves a lasting positive impression.

Key Responsibilities:

  • Be the first point of contact for clients, greeting and assisting them with warmth and professionalism
  • Handle claims, billing inquiries, and household changes, ensuring every interaction leaves a lasting positive impression
  • Proactively identify client needs and suggest additional lines of insurance to provide comprehensive solutions
  • Organize and streamline daily office operations, keeping things running smoothly for the team
  • Deflect calls and requests as appropriate to allow the agent and sales team to focus on growth
  • Train team members on new service, billing, and claims initiatives
  • Order office and marketing supplies to maintain a polished and professional workspace
  • Pivot conversations toward cross-selling opportunities to help clients protect more of what matters

What We Offer:

Competitive base salary plus commissions, retention bonuses, and team incentives. 3+ weeks of paid time off, health and dental benefits after 3 months, and RRSP matching. A laptop provided, plus training to master your role and grow within the agency.

Requirements:

  • A knack for organization and efficiency - you thrive on creating order out of chaos
  • Patience and empathy - you shine in helping clients through challenging situations
  • Strong communication skills, both verbal and written
  • Confidence and enthusiasm to recommend tailored insurance solutions
  • Self-motivation and a proactive mindset - you take initiative without waiting for direction
  • A desire to learn quickly and contribute meaningfully to team success
  • Licenses: OTL and LLQP are required but not mandatory to be hired (we will sponsor the right candidate through the licensing process)

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