Customer Service Representative

12-Month Contract

About CDSPI

Created by dentists, CDSPI is a not-for-profit organization established in 1959 with the sole purpose of arranging programs for the benefit of dentists who are members of CDSPI’s member dental associations. CDSPI helps dentists and dental students achieve and maintain financial well-being by empowering them to protect and grow their wealth with customized financial advice, insurance, and investments.

Reporting Structure

Reports to the Senior Manager, National Insurance Advice Delivery.

About the Job

This position is responsible for providing high quality, front-line service to new and existing clients. By acting as a first line of contact for prospective clients and working with insurers, adjusters, and clients to keep accounts updated, the Customer Service Representative will establish and support the foundation for CDSPI's long-term trusted relationships based on an understanding and appreciation of the unique protection needs of the dental community. By understanding client needs and making the right referral, this position plays a significant role in implementing solutions to protect dentists' lives, incomes, and their practices throughout the various stages of their lives and careers. This position represents a current, existing vacancy within the organization.

Compensation

The expected salary range for this role is $50,000 - $60,000 per year, based on experience, skills, and internal equity.

Key Responsibilities

  1. Working within a team-based approach, act as the primary point of contact for client inquiries, handling all inbound and outbound calls and emails from clients while providing excellent service.
  2. Identify opportunities and refer clients to a licensed Insurance Advisor, or other partner, when coverage advice is needed.
  3. Participate in initiatives for new business and retention through lapsed coverage, payment, and account information calls.
  4. Update client accounts with claim information and work with insurers, adjusters, and client to respond to claims-related inquiries.
  5. Provide assistance and advocacy for clients to resolve insurance issues with the insurer.
  6. Contribute to operational and strategic projects as required.
  7. Work collaboratively with the Administration, Investment, and Marketing and Customer Experience teams.
  8. Provides input to the Manager, Insurance Advisory Services, for progress reports and recommendations to be presented to the Executive Team.
  9. Performs other duties as assigned from time to time by the Senior Manager, National Insurance Advice Delivery.

Qualifications, Skills & Experience

  • Excellent verbal and written communication
  • 1-3 years of service experience in the insurance industry
  • A passion for making a positive impact on the customer experience
  • Strong interpersonal skills
  • Time management skills to meet deadlines
  • Demonstrated initiative to take ownership of role
  • Proficiency with Microsoft Office Suite

Work Environment

Hybrid model: Work from home and the office.

Attend CDSPI's Toronto office as needed in accordance with company policy.

Recruitment Process Update

Candidates who participate in an interview will be updated on the status of their candidacy within 45 days of their last interview.

How to Apply

Interested candidates can submit their resume to careers@cdspi.com before end of day on September 4, 2026.

CDSPI does not use artificial intelligence or automated decision-making tools to screen or select candidates for this role.

CDSPI is committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.