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Client Engagement Associate

Job in Ottawa, Ontario, Canada
Listing for: Maria Pecorella Desjardins Insurance
Full Time position
Listed on 2026-06-13
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Customer Success Mgr./ CSM, Client Relationship Manager, Bilingual
  • Sales
    Customer Success Mgr./ CSM, Client Relationship Manager, Bilingual
Salary/Wage Range or Industry Benchmark: 18 - 21 CAD Hourly CAD 18.00 21.00 HOUR
Job Description & How to Apply Below

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.

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Position Requirements
10+ Years work experience
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