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Customer Success Manager managing strategic client relationships for Octadesk's SaaS platform. Focusing on client satisfaction and upselling opportunities while collaborating with internal teams.
About the role
- Manage a personal lines portfolio, providing expert advice and solutions that reflect each client’s unique needs
- Deliver full-service insurance support—quoting, servicing, and selling home, auto, and specialty products with precision and care
- Go beyond expectations to create meaningful, long-term client relationships grounded in trust and value
- Analyze risk and pricing strategies to optimize coverage and ensure protection that’s both effective and competitive
- Thrive in a team-oriented environment that prioritizes mentorship, learning, and shared success
- Bring forward ideas to enhance service delivery and contribute to a strong, evolving team
Requirements
- A client-first mindset and natural ability to build rapport and foster loyalty
- Proven sales or service experience, ideally in personal insurance
- Strong verbal and written communication skills, with a professional and approachable tone
- Solid organizational and time management skills —you know how to prioritize and deliver
- Tech-savvy and quick to learn new systems and platforms
- RIBO Licensed (or ready to obtain it quickly)
- Designations like CAIB or CIP are assets and show your dedication to the craft
Benefits
- Recognized Rewards: Thrive in a supportive environment that values your contributions with a competitive compensation package, including incentives, bonuses, and additional earning opportunities.
- Work-Life Balance: Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.
- Comprehensive Benefits: Access a robust benefits package, including company-matched RRSPs, designed to support you and your family.
- Professional Growth: Advance your career with HUB-sponsored training programs, tuition reimbursement, and other development opportunities tailored to help you succeed.
- Industry Support: Benefit from reimbursements for professional licensing and membership fees, reflecting our investment in your expertise.
- Exclusive Perks: Enjoy special discounts on events, travel, accommodations, and personal home & auto insurance, making your HUB experience even more rewarding.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
Location requirements
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