Client Engagement Associate
Ottawa
Future Opening: Client Engagement Associate
Full Time • Ottawa
At Maria Pecorella Insurance and Financial Services, we are more than an insurance agency. We are trusted advisors who help clients protect their most important assets, prepare for life's uncertainties, and pursue their goals with confidence. We are looking for passionate professionals who lead with empathy, build meaningful relationships, think strategically, and are inspired by making a lasting impact in the lives of others and within our community. Our culture is built on collaboration, accountability, continuous growth, and genuine care for both our clients and each other. We celebrate success, support one another, and believe that when our team thrives, our clients thrive too.
Responsive recruiter
Replies within 24 hours
We`re Hiring!
At Maria Pecorella`s Desjardins Insurance Agency, our goal is to build strong relationships advising our clients along their life's journey.
We are looking for an individual who will focus on connecting with our clients to set up appointments at the office and/or phone, teams or zoom meetings. These connecting meetings are very important as it allows us to ensure that their insurance and financial insurance program is still up to date and meets their needs. It also allows us to share any updates or new products that become available. Unlimited growth potential for the right candidate who would want to continue in this industry career path.
At Maria Pecorella`s Desjardins Insurance Agency, our goal is to build strong relationships advising our clients along their life's journey.
We are looking for an individual who will focus on connecting with our clients to set up appointments at the office and/or phone, teams or zoom meetings. These connecting meetings are very important as it allows us to ensure that their insurance and financial insurance program is still up to date and meets their needs. It also allows us to share any updates or new products that become available. Unlimited growth potential for the right candidate who would want to continue in this industry career path.
Responsibilities
- Connect, communicate and schedule appointments.
- Establish customer relationships, follow up and update information with customers, as needed.
- Use a customer-focused, needs-based process to educate and sell customers on insurance and financial services.
- Assist clients with digital access and optimized account management
Job Requirements:
- Self-motivated, quick learner and proactive problem solver
- Strong client communication skills over the phone and email
- Professionalism and attention to detail
- Thrives in a fast pace team environment
- Celebrates accomplishments
Qualifications:
- Recent college or university graduates welcome
- 3 years of customer service or sales experience is an asset
- Second language is a plus
- Licenses (must be able to obtain if not already achieved)
Benefits:
- Health benefits
- Dental benefits
- Growth opportunity for advancement within the Agency
- Paid time off (vacation and personal/sick days)
Compensation: $18.00 - $21.00 per hour
Our Mission
To make a meaningful difference in the lives of our clients by helping them protect what they have built, prepare for what's ahead, and pursue their dreams with confidence. Through personalized insurance and financial solutions, we provide the protection, guidance, and support they need at every stage of life.
To make a meaningful difference in the lives of our clients by helping them protect what they have built, prepare for what's ahead, and pursue their dreams with confidence. Through personalized insurance and financial solutions, we provide the protection, guidance, and support they need at every stage of life.
Our Team Mission
We are looking for passionate professionals who lead with empathy, think strategically, and are inspired by helping others succeed. If you are driven by building relationships, creating trust, and making a lasting impact in your community, you will thrive on our team.
We are looking for passionate professionals who lead with empathy, think strategically, and are inspired by helping others succeed. If you are driven by building relationships, creating trust, and making a lasting impact in your community, you will thrive on our team.
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.
(if you already have a resume on Indeed)
Or apply here.
