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Greg Lewis - Desjardins Insurance Agent logo

Client Success Specialist - Desjardins Insurance Agent Team Member

Newcastle, ON
CA$50,000/yearly
Senior Level
freelance
Full-Time

Top Benefits

3 weeks paid vacation (with tenure-based increases)
5 paid personal/sick days
Health and Dental benefits

About the role

Client Success Specialist - Desjardins Insurance Agent Team Member

Desjardins Agent Team Member Location: Clarington - Offices in Newcastle and Courtice Full-Time | In-Office

Build a Meaningful Career with Unlimited Potential

Are you driven, people-focused, and passionate about helping others? Join a top-performing Desjardins Agency and take your career to the next level as a Client Success Specialist - Customer Service. This is more than a job – it’s a career with real growth, great earning potential, and the chance to make a meaningful impact on the lives of our clients every day.

We’re looking for a fun energetic, motivated professional who thrives in a fast-paced environment and is ready to grow with a successful, award-winning agency.

What You’ll Do

  • Engage with clients via email, inbound calls, and online inquiries
  • Handle policy updates, billing questions, claims support, and general inquiries with care
  • Build lasting client relationships through value-based conversations and exceptional service
  • Collaborate with the team to meet individual and agency marketing goals
  • Bring World Class Service and attitude to our team and clients everyday

What You Bring

  • Customer service experience (Retail, Office, Hospitality), preferred
  • Excellent communication skills – verbal, written, and active listening
  • Strong interpersonal skills and a passion for customer service
  • Licensed (or willing to become licensed) in Property & Casualty (OTL)
  • Highly organized, proactive, and solution-focused
  • Winners mentality, positive Vibes

Why Join Our Team?

  • Be part of a supportive and high-performing team of 9, with experience ranging from 2 to 22+ years
  • Work with an Agent who has been leading a top-ranked office since 2007
  • Our agency offers all lines of insurance and financial services, and we’re licensed to serve all of Ontario
  • Join a team recognized with multiple performance awards within the Desjardins Agency Network

What’s in It for You?

Compensation & Earning Potential

  • $50,000 base salary plus monthly team bonus + annual bonus

Perks & Benefits

  • 3 weeks paid vacation (with tenure-based increases)
  • 5 paid personal/sick days
  • Health and Dental benefits

Ready to Grow with Us?

This is your opportunity to build a long-term, rewarding career in a respected organization where your effort is recognized and your success has no ceiling.

Apply today and take the next step toward a career where you can grow, thrive, and make a difference.

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

About Greg Lewis - Desjardins Insurance Agent

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