Jobs in Waterloo

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TO
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Todd O'Donnell Insurance Agency

Client Success Specialist

Cambridge, ON, N3C 2A7, Canada

$48,000 to $60,000 CAD / year · Full-time

Within 25 km of Waterloo · About 16.1 km from the city centre

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Job details

Pay: $48,000 to $60,000 CAD / year
Job type: Full-time
Posted: Oct 26, 2026

Original job description

Benefits:

Health insurance
Competitive salary
Dental insurance

Client Success Specialist

Todd O’Donnell – Desjardins Insurance Agent
Location: Cambridge, Ontario
Position: Full-time, in-office
Compensation: $48,000 base salary plus bonuses
Expected total compensation: $55,000–$60,000 annually

Build a Career Helping People

Are you an experienced customer service professional who enjoys solving problems, building relationships and helping people feel looked after?

We are looking for a dependable, positive and self-driven Client Success Specialist to join our established Cambridge insurance agency. You will become part of a supportive team that works hard, helps one another and takes pride in delivering an excellent client experience.

Our agency has ranked among the Top 5% of Desjardins Insurance agencies for 18 years. We provide ongoing training, coaching and licensing support to help the right person build a rewarding long-term career in insurance.

What You’ll Do

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

What We’re Looking For

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
The ability to manage several priorities in a busy office
A 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
An Ontario OTL insurance licence is preferred but not required. We will support the right candidate through the licensing process

Compensation and Benefits

Base salary of $48,000
Performance bonuses with expected total compensation of $55,000–$60,000
Three or more weeks of paid time off
Health and dental benefits after three months
Laptop and technology provided
Paid training, coaching and ongoing professional development
Team incentives and recognition programs

Why Join Our Team?

You will work in a beautiful, welcoming office with an experienced team that cares about its clients and one another. We provide structure and support while giving capable people the freedom to take ownership of their work.

If you are someone who follows through, communicates well and enjoys making life easier for clients, we would like to meet you.

Please apply with your résumé and cover letter.

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More about this job

Responsibilities

The Client Success Specialist will assist clients with home and auto insurance inquiries, policy changes, and the claims process. They will also proactively identify coverage gaps and build lasting relationships to support client retention.

Requirements

Candidates must have at least three years of customer service experience and strong communication and problem-solving abilities. An Ontario OTL insurance license is preferred, though the agency provides support for the licensing process.

Skills

Customer service
Problem solving
Relationship building
Communication skills
Active listening
Attention to detail
Organizational skills
Time management
Insurance knowledge
Policy administration
Client outreach
Conflict resolution

Benefits

Health insurance
Dental insurance
Paid time off
Paid training
Professional development
Performance bonuses

Visa sponsorship

Not detected in the job text

Hiring contact

Todd O’Donnell

Keywords

Insurance
Customer Service
Client Success
OTL License
Home Insurance
Auto Insurance
Policy Management
Claims Process
Client Retention
Financial Services
Professional Office
Relationship Management
Coaching
Professional Development

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