Client Relationship Associate
Ottawa
Future Opening: Client Relationship Associate
Part Time • Ottawa
At Maria Pecorella Insurance and Financial Services, we are more than an insurance agency. We are trusted advisors who help clients protect their most important assets, prepare for life's uncertainties, and pursue their goals with confidence. We are looking for passionate professionals who lead with empathy, build meaningful relationships, think strategically, and are inspired by making a lasting impact in the lives of others and within our community. Our culture is built on collaboration, accountability, continuous growth, and genuine care for both our clients and each other. We celebrate success, support one another, and believe that when our team thrives, our clients thrive too.
Responsive recruiter
Replies within 24 hours
Position Overview
At Maria Pecorella’s Desjardins Insurance Agency, our mission is to build strong, lasting, and trusted relationships by guiding clients and business owners through every stage of their financial and insurance needs.
We are seeking a Client Relationship Associate who excels at communicating with clients and creating exceptional customer experiences. In this role, you will proactively connect with clients to look for gaps in their insurance program. Schedule appointments (in‑office, by phone, Teams, or Zoom) and help ensure their insurance and financial protection programs remain current and aligned with their needs.
This position offers excellent growth potential for individuals interested in developing a meaningful career in the insurance and financial services industry.
Responsibilities
- Proactively reach out to clients by phone and email to uncover gaps in their coverage, pivot the conversation to explore additional protection opportunities, and book review appointments
- Establish and maintain strong customer relationships with regular follow‑up.
- Update client information and accurately document all interactions.
- Educate clients on insurance and financial service solutions.
- Assist clients with digital access and promote optimized online account management.
Qualifications
- Recent college or university graduates are encouraged to apply.
- 3 years of customer service or sales experience is an asset.
- Ability to communicate in a second language is a valued asset.
- Must be able to obtain required insurance licenses (if not already licensed).
Company Culture
At Maria Pecorella’s Desjardins Insurance Agency, we pride ourselves on fostering a warm, collaborative, and supportive environment. We celebrate team accomplishments and recognize the collective efforts that drive our success.
Our team is passionate about giving back. We enjoy visiting and delivering donations to local organizations and supporting a wide range of community causes. You’ll often find us participating in charity walks, marathons, local fundraisers, and gala events that make a meaningful difference in the community we serve.
If you’re looking to grow professionally while contributing to a team that values community involvement, shared success, and genuine connection, you’ll feel right at home here.
Benefits
Health benefits
Dental benefits
Paid time off (vacation and personal/sick days)
Ongoing training, development, and skill‑building support
Engagement in community events and local sponsorships
Company parties, team gatherings, and celebrations
Professional growth and advancement opportunities within the Agency
At Maria Pecorella’s Desjardins Insurance Agency, we pride ourselves on fostering a warm, collaborative, and supportive environment. We celebrate team accomplishments and recognize the collective efforts that drive our success.
Our team is passionate about giving back. We enjoy visiting and delivering donations to local organizations and supporting a wide range of community causes. You’ll often find us participating in charity walks, marathons, local fundraisers, and gala events that make a meaningful difference in the community we serve.
If you’re looking to grow professionally while contributing to a team that values community involvement, shared success, and genuine connection, you’ll feel right at home here.
Benefits
Health benefits
Dental benefits
Paid time off (vacation and personal/sick days)
Ongoing training, development, and skill‑building support
Engagement in community events and local sponsorships
Company parties, team gatherings, and celebrations
Professional growth and advancement opportunities within the Agency
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.
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.
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.
(if you already have a resume on Indeed)
Or apply here.
