Customer Success Manager

Job Type: Permanent, Full-Time

Industry: Insurance Brokerage

Language: English

Compensation: Salary $55,000 – $70,000 (Based on Experience and Licensing)

Specialization: Client Success / Account Management / Insurance Services

Work Model: Flexible – On-site, Hybrid, or Remote considered for experienced candidates

Location: Stratford, Ontario (Flexibility available based on candidate profile)

Hours: 8:30 a.m. – 4:30 p.m. (37.5-hour work week)

Vacancies: Existing Vacancy

About This Opportunity

We are partnering with a well-established, community-focused insurance brokerage to recruit a Customer Success Manager to support and grow an existing book of business. This role is ideal for a client-focused professional who thrives on building long-term relationships, delivering a high standard of service, and ensuring clients feel truly supported at every touchpoint.

This opportunity exists due to growth within the brokerage, driven by the transfer of established client books. While it is primarily a service-oriented role, it also offers exposure to cross-selling and referrals. If you have built your career around clients and know what it takes to earn and keep their trust, we want to hear from you.

We are open to candidates from insurance, financial services, banking, wealth management, or any professional services environment where client relationship management and service excellence are at the core of the work.

What You Will Be Doing

• Serve as the primary point of contact for an assigned portfolio of clients, responding to inquiries, changes, and service requests with a high degree of care and accuracy.
• Manage an existing book of business through renewals, endorsements, policy changes, and new transactions.
• Review client accounts to ensure accuracy, completeness, and compliance.
• Process updates including coverage adjustments, vehicle additions, address changes, and property modifications.
• Support renewal cycles and ensure timely, accurate policy issuance.
• Identify and act on cross-selling opportunities where appropriate, such as bundling coverages.
• Stay current on relevant products, policy changes, and regulatory requirements.
• Maintain thorough and accurate records within brokerage or CRM systems.
• Collaborate with internal teams to deliver a seamless, professional client experience.

Who We Are Looking For

You do not need to come from insurance to be considered for this role. What matters most is that you have a genuine track record of delivering outstanding client experiences and building lasting professional relationships. Backgrounds we are actively considering include:

• Insurance brokerage or underwriting (personal lines, commercial lines, farm, or life insurance)
• Banking or financial services (account management, client advisory, relationship banking)
• Wealth management or financial planning support
• Any professional services role where trust-based, long-term client relationships were central to your work

Candidates with an active RIBO Level 1 license will be strongly prioritized. Candidates without a license will be considered if they demonstrate a strong service background and the ability to obtain licensing. We are willing to support the right candidate through that process.

What You Bring

• A client-first mindset with a professional, warm communication style
• Strong organizational skills and the ability to manage competing priorities with accuracy and calm
• Experience managing or servicing client accounts, either in insurance or an adjacent industry
• Comfort working with technology and software platforms, including Microsoft Office and CRM or brokerage systems
• A detail-oriented approach and genuine care for getting things right
• RIBO Level 1 license preferred; candidates without licensing will be considered

Compensation and Benefits

• Base salary of $55,000 to $75,000, depending on experience and licensing
• Fully employer-paid extended health benefits, health spending account, and wellness program
• Defined contribution pension plan
• Paid vacation
• Generous paid personal and sick days
• On-site parking available

Why This Role

This is a stable, structured role with genuine relationship depth. You will work with a loyal, established client base and be supported by an experienced, close-knit team that values professionalism and quality service. For the right candidate, there is real opportunity to grow within a respected organization and make a meaningful impact on the clients you serve.

Work model flexibility is available for experienced candidates. We are open to hybrid and remote arrangements depending on your background and fit.

How to Apply

We thank all applicants for their time and interest. Only candidates selected for further consideration will be contacted directly; however, all applications will be retained and considered for future opportunities aligned with your background.

Unik Talent Partners is committed to equitable and inclusive hiring practices. We encourage applications from individuals of all backgrounds, experiences, and identities, including women, members of racialized communities, Indigenous Peoples, persons with disabilities, and individuals from 2SLGBTQIA+ communities. Accommodations are available throughout the recruitment process upon request.

All applications are reviewed by human recruiters, who make the final hiring decisions. In some cases, AI-assisted tools may be used to support the application review process.

Pay: $55,000.00-$70,000.00 per year

Benefits

• Company pension
• Dental care
• Disability insurance
• Extended health care
• Flexible schedule
• Life insurance
• On-site parking
• Paid time off
• RRSP match
• Tuition reimbursement
• Wellness program
• Work from home

Work Location: Hybrid remote in Stratford, ON