Client Engagement & Growth Specialist

Job summary

The specialist will connect with existing clients to identify insurance coverage gaps and schedule review appointments. They are also responsible for maintaining accurate client records and assisting with digital account tools.

Job details

Responsive recruiter Replies within 24 hours Build Relationships. Create Opportunities. Make a Difference. Monday to Friday | 8:30 a.m. to 1:30 p.m. | $19-$22/hour Do you enjoy connecting with people and helping them make informed decisions? At Maria Pecorella's Desjardins Insurance Agency, we are looking for a motivated, people-focused professional to connect with clients, identify potential gaps in their insurance coverage, and schedule review appointments that help protect what matters most. This is more than a customer service role. It's an opportunity to build meaningful relationships, make a real impact, and further develop valuable business, communication, and client relationship skills within a supportive, community-focused team. What You Will Do * Connect with existing clients by phone and email * Build strong client relationships through proactive follow-up * Identify potential gaps in coverage and schedule review appointments * Educate clients on insurance and financial service solutions * Maintain accurate client records and documentation * Assist clients with digital account access and online tools Who We are Looking For You may be a great fit if you: * Enjoy talking with people and building relationships * Are confident, professional, and organized * Like asking questions and uncovering opportunities * Are comfortable making outbound calls * Enjoy helping people and providing exceptional service * Want a role that combines customer service, relationship building, and business growth Qualifications * Customer service, sales, relationship-building, or business development experience is an asset * Strong communication and interpersonal skills * Professional, organized, and self-motivated * Second-language proficiency is an asset * Must be able to obtain required insurance licensing (if not already licensed) Whether you are starting your career, returning to the workforce, or bringing years of experience, we would love to hear from you. Why Join Our Team? * Monday to Friday schedule, 8:30 a.m. to 1:30 p.m. * No evenings, weekends, or shift work * $19-$22/hour based on experience * Health and dental benefits available to eligible employees * Paid vacation and personal/sick days * Ongoing coaching, training, and professional development * Growth opportunities within the Agency * Supportive and collaborative team culture * Community involvement and volunteer opportunities About Us At Maria Pecorella's Desjardins Insurance Agency, we believe success comes from supporting one another, celebrating achievements, and making a positive impact in our community. We are passionate about helping our clients, supporting local causes, and creating an environment where team members can grow and thrive. Apply Today We are looking for someone who is naturally curious, enjoys meaningful conversations, and is motivated to turn client interactions into long-term relationships. If you're looking for a rewarding part-time opportunity where you can build relationships, make a difference, and grow with a supportive team, we would love to hear from you. Compensation: $19.00 - $22.00 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. 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. 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.

What you’ll do

The specialist will connect with existing clients to identify insurance coverage gaps and schedule review appointments. They are also responsible for maintaining accurate client records and assisting with digital account tools.

Requirements

Candidates should have experience in customer service, sales, or business development and possess strong communication skills. The role requires the ability to obtain necessary insurance licensing.

Benefits

• Health benefits
• Dental benefits
• Paid vacation
• Personal days
• Sick days
• Professional development
• Training

Listed skills

• Customer service · Preferred
• Organization · Preferred
• interpersonal skills · Preferred
• Sales · Preferred
• Communication · Preferred
• Relationship Building · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer service
• Sales
• Relationship building
• Business development
• Communication
• Interpersonal skills
• Organization
• Outbound calling
• Insurance knowledge
• Financial services
• Client documentation
• Digital account support
• Outbound Calls
• Curiosity
• Shift Work
• Self-Motivation
• Business Development
• Business Communication
• Customer Service
• Financial Services
• Interpersonal Communications
• Relationship Building
• Coaching

Job areas

• Customer Service & Support
• Sales
• Finance & Accounting
• Administrative
• Growth Specialist
• Customer Service Representative (General)
• Inquiry Clerks
• Customer Service Representatives