Customer Success Advocate

6 days ago


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

Top Agency Opportunity:


We are seeking a highly organized and resourceful Customer Success Specialist to join our team. As the first point of contact for clients, you will provide exceptional support and service through life's ups and downs.



About the Role

In this dynamic role, you will be responsible for handling client interactions, claims, billing inquiries, and household changes with warmth and professionalism. You will also identify client needs and suggest additional lines of insurance to provide comprehensive solutions.



Key Responsibilities


  • Client Support: Provide exceptional customer service and support to clients, ensuring every interaction leaves a lasting positive impression.
  • Claims and Billing: Handle claims, billing inquiries, and household changes efficiently and effectively.
  • New Business Opportunities: Proactively identify client needs and suggest additional lines of insurance to provide comprehensive solutions.
  • Team Support: Organize and streamline daily office operations, keeping things running smoothly for the team.
  • Training and Development: Train team members on new service, billing, and claims initiatives.


Requirements

To succeed in this role, you will need:




  • Organization and Efficiency: A knack for organization and efficiency, thriving in a fast-paced environment.
  • Communication Skills: Strong verbal and written communication skills to interact with clients and colleagues.
  • Licenses: OTL and LLQP licenses required (sponsored by the agency for the right candidate).


Why Join Our Team?

We offer a competitive salary plus commissions, retention bonuses, and team incentives (earn over $50,000+). Enjoy 3+ weeks of paid time off, health and dental benefits after 3 months, and RRSP matching. Grow your skills in a supportive environment with plenty of room for career advancement.



Location and Type

This is a full-time opportunity located in Cambridge and/or Guelph, ON.



Estimated Salary Range

$45,000 - $60,000 per year, based on experience and performance.



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