Client Relationship Associate

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 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...