Benefits:

• Competitive salary
• Free food & snacks
• Opportunity for advancement
• Training & development
• Vision insurance
• Wellness resources
• Company parties
• Dental insurance
• Health insurance

Customer Success Specialist Become the Heart of a Top 5% Desjardins Agency!
Location: Cambridge and/or Guelph, ON
Type: Full-Time
About Us
Step into a dynamic, supportive, and high-performing environment where no two days are the same! Our Desjardins agency has been in the Top 5% of the field for 17 years, combining award-winning results with a family-like atmosphere. From our spa-like Hespeler office to our focus on teamwork and celebration, we work hard, play hard, and strive for excellence in every interaction.
The Opportunity
Were looking for a Customer Success Specialist to join our team and become the friendly face and confident voice that supports our clients through lifes ups and downs. In this role, youll handle the essential day-to-day client interactions that allow our agents and sales team to focus on growing the business.
If youre organized, resourceful, and motivated to provide outstanding service, this is your chance to thrive in a fast-paced yet supportive environment.
What Youll Do:

• Be the 1st Ambassador of our office, greeting and assisting clients with warmth and professionalism.
• Handle claims, billing inquiries, and household changes, ensuring every interaction leaves a lasting positive impression.
• Proactively identify client needs and suggest additional lines of insurance to provide comprehensive solutions.
• Organize and streamline daily office operations, keeping things running smoothly for the team.
• Deflect calls and requests as appropriate to allow the agent and sales team to focus on growth.
• Train team members on new service, billing, and claims initiatives.
• Order office and marketing supplies to maintain a polished and professional workspace.
• Pivot conversations toward cross-selling opportunities to help clients protect more of what matters.

What You Bring to the Table:

• A knack for organization and efficiencyyou thrive on creating order out of chaos.
• Patience and empathyyou shine in helping clients through challenging situations.
• Strong communication skills, both verbal and written.
• Confidence and enthusiasm to recommend tailored insurance solutions.
• Self-motivation and a proactive mindsetyou take initiative without waiting for direction.
• A desire to learn quickly and contribute meaningfully to team success.
• Licenses: OTL and LLQP are required but not mandatory to be hired (well sponsor the right candidate through the licensing process).

Why Youll Love It Here:

• Compensation: Base salary plus commissions, retention bonuses, and team incentives (earn over $50,000+ with the potential for more).
• Perks: 3+ weeks of paid time off, health and dental benefits after 3 months, and RRSP matching.
• Growth Opportunities: Expand your skills in a supportive, high-achieving environment with plenty of room for career advancement.
• Flexibility: Work in a family-like culture that values balance and celebrates success.
• Tools for Success: A laptop provided, plus training to master your role and grow within the agency.

Ready to Make an Impact?
Join our team and help us provide remarkable customer experiences while supporting one of the top Desjardins agencies in the country. If youre ready to make a difference and grow your career, apply now with a cover letter that tells us why youre the perfect fit!