Client Relationship Associate

Maria Pecorella Desjardins Insurance; Ottawa; On-site; CAD 26,174 - 30,307; Full time

Benefits offered by this job

Health benefits

Dental benefits

Paid time off

Ongoing training and development

Engagement in community events

Company parties and celebrations

Professional growth opportunities

Job summary

Maria Pecorella Desjardins Insurance is seeking a Client Relationship Associate to foster strong client relationships while identifying gaps in insurance coverage and assisting clients with their financial needs. This role emphasizes communication and exceptional customer experience, providing a meaningful career path in the insurance field.

Candidates should be recent graduates or have relevant customer service experience, embracing a collaborative culture that values community involvement and professional growth. The position offers competitive compensation and excellent benefits.

Qualifications

• Recent college or university graduates are encouraged to apply.
• 3 years of customer service or sales experience is an asset.
• Ability to communicate in a second language is a valued asset.
• Must be able to obtain required insurance licenses.

Responsibilities

• Proactively reach out to clients to uncover gaps in their coverage.
• Establish and maintain strong customer relationships.
• Educate clients on insurance and financial service solutions.
• Assist clients with digital access and online account management.

Skills

Customer service experience

Sales experience

Bilingual communication

Education

Recent college or university graduates

Job description

Future Opening: Client Relationship Associate

Position Overview: At Maria Pecorella’s Desjardins Insurance Agency, our mission is to build strong, lasting, and trusted relationships by guiding clients and business owners through every stage of their financial and insurance needs. We are seeking a Client Relationship Associate who excels at communicating with clients and creating exceptional customer experiences. In this role, you will proactively connect with clients to look for gaps in their insurance program, schedule appointments (in‑office, by phone, Teams, or Zoom), and help ensure their insurance and financial protection programs remain current and aligned with their needs. This position offers excellent growth potential for individuals interested in developing a meaningful career in the insurance and financial services industry.

Responsibilities

• Proactively reach out to clients by phone and email to uncover gaps in their coverage, pivot the conversation to explore additional protection opportunities, and book review appointments.
• Establish and maintain strong customer relationships with regular follow‑up.
• Update client information and accurately document all interactions.
• Educate clients on insurance and financial service solutions.
• Assist clients with digital access and promote optimized online account management.

Qualifications

• Recent college or university graduates are encouraged to apply.
• 3 years of customer service or sales experience is an asset.
• Ability to communicate in a second language is a valued asset.
• Must be able to obtain required insurance licenses (if not already licensed).

Company Culture

At Maria Pecorella’s Desjardins Insurance Agency, we pride ourselves on fostering a warm, collaborative, and supportive environment. We celebrate team accomplishments and recognize the collective efforts that drive our success. Our team is passionate about giving back. We enjoy visiting and delivering donations to local organizations and supporting a wide range of community causes. You’ll often find us participating in charity walks, marathons, local fundraisers, and gala events that make a meaningful difference in the community we serve. If you’re looking to grow professionally while contributing to a team that values community involvement, shared success, and genuine connection, you’ll feel right at home here.

Benefits

• Health benefits
• Dental benefits
• Paid time off (vacation and personal/sick days)
• Ongoing training, development, and skill‑building support
• Engagement in community events and local sponsorships
• Company parties, team gatherings, and celebrations
• Professional growth and advancement opportunities within the Agency

Compensation: $19.00 - $22.00 per hour

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.