Customer Success Advocate (Kawartha Lakes)

PetleyHare Insurance Brokers

kawartha lakes, on, Canada
Full-time
Posted June 10, 2026

Job Description

Overall Responsibility: Servicing, Cross-selling, and Upselling our existing clients

Responsibilities

  • Will work with a team who is passionate and enthusiastic about putting the customer first and ready to celebrate your success
  • Promotes company core values when interacting with clients and co-workers
  • Creates a positive client experience by understanding and meeting and exceeding the customers’ needs
  • Will rely on your efficiency when using multiple computer programs and applications at once
  • You’re an advocate, communicating important insurance solutions and coverages to our customers
  • Clearly explain coverage and limits to clients, discuss products to address needs and gaps in coverage
  • Receive incoming calls & emails and respond in a timely manner
  • Build relationships with clients, your team and underwriters
  • Wanting to serve and deliver an exceptional experience through different methods of ...