Client Engagement Associate

Maria Pecorella Desjardins Insurance; Ottawa; On-site; CAD 24,796 - 28,929; Full time

Benefits offered by this job

Growth opportunity for advancement

Paid time off (vacation and personal/sick days)

Job summary

Maria Pecorella Desjardins Insurance in Ottawa is hiring a Client Engagement Associate to connect with clients and schedule appointments. The role involves using a customer-focused approach to educate clients on insurance and financial services.

Recent graduates and individuals with customer service experience are encouraged to apply. Compensation ranges from $18.00 to $21.00 per hour, with a focus on building relationships and serving others.

Qualifications

• 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-paced team environment.

Responsibilities

• Connect, communicate, and schedule appointments.
• Establish customer relationships, follow up, and update information with customers as needed.
• Educate and sell customers on insurance and financial services.

Skills

Customer communication

Problem solving

Teamwork

Education

Recent college or university graduate

Job description

Future Opening: Client Engagement Associate

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 they allow us to ensure that their insurance and financial 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‑paced team environment.
• Celebrates accomplishments.

Qualifications

• Recent college or university graduates welcome.
• Three 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).
• Growth opportunity for advancement within the agency.
• Paid time off (vacation and personal/sick days).

Compensation: $18.00 - $21.00 per hour

OUR TEAM MISSION

At Maria Pecorella Insurance and Financial Services our goal is to ATTRACT and retain team members who are PASSIONATE about serving others, providing tailored advice, ANALYTICAL thinking, and EMPATHETIC support, while building strong RELATIONSHIPS with clients.

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 agent’s employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.