Full-time

Customer Success Advocate at Petley-Hare

Posted by PetleyHare Insurance Brokers • June 08, 2026

📍 kawartha lakes, on, Canada
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Description

Enhance client relations with Petley-Hare as a Customer Success Advocate. This role centers on servicing clients, cross-selling, and upselling with a focus on exceptional customer experiences.

As a Customer Success Advocate, you'll be part of a passionate team dedicated to putting customers first. You will leverage your RIBO license and at least two years of personal lines customer service experience to communicate vital insurance solutions. Your aim will be to exceed client needs while promoting positive interactions and company values throughout.

Key Responsibilities:
• Service existing clients through effective communication
• Cross-sell and upsell insurance products to meet client needs
• Create an exceptional client experience daily
• Manage multiple computer applications simultaneously
• Build lasting relationships with clients and team members

Requirements:
• RIBO License required
• 2+ years in Pers...

Ready to Seal the Deal?

Submit your application today and take the next step in your career with PetleyHare Insurance Brokers.

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