Client Success Specialist - Insurance Solutions & Relationships

Todd O'Donnell Insurance Agency; Cambridge; On-site; CAD 48,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Laptop provided

Paid training

Three weeks paid time off

Team incentives and recognition

Job summary

Todd O’Donnell Insurance Agency in Cambridge, Ontario is seeking a Client Success Specialist to join our in-office team. You will assist clients with home and auto policies, explain coverages, billing, and claims, and drive client satisfaction.

The role emphasizes problem-solving, communication and proactive outreach, with training and licensing support provided. Base salary and bonuses lead to total comp in the mid-to-high 50k range.

Qualifications

• At least three years of customer service experience.
• Clear and professional verbal and written communication skills.
• Strong listening, problem-solving and relationship-building abilities.
• Excellent attention to detail and organizational skills.
• Ability to manage several priorities in a busy office.
• Positive attitude and willingness to receive coaching and learn new skills.
• Experience in insurance, banking, financial services, hospitality, retail or a professional office is an asset.
• Licensing in Ontario (OTL) preferred but not required; licensing process support provided.

Responsibilities

• Assist clients with questions about their home and auto insurance policies.
• Help clients understand coverage, billing, policy changes and the claims process.
• Complete policy changes and follow up on outstanding client requests.
• Identify gaps in coverage and connect clients with appropriate insurance solutions.
• Build lasting relationships through proactive client outreach and policy reviews.
• Support client retention by providing friendly, accurate and timely service.
• Work closely with the rest of the team to solve problems and meet agency goals.

Skills

Customer service

Verbal communication

Written communication

Problem solving

Relationship building

Attention to detail

Organizational skills

Multitasking

Coaching & learning

Education

Ontario OTL insurance licence (preferred)

Job description

Todd O’Donnell Insurance Agency in Cambridge, Ontario is seeking a Client Success Specialist to join our in-office team. You will assist clients with home and auto policies, explain coverages, billing, and claims, and drive client satisfaction.

The role emphasizes problem-solving, communication and proactive outreach, with training and licensing support provided. Base salary and bonuses lead to total comp in the mid-to-high 50k range.