Insurance Associate
$49,000–$77,000 year
HybridMontréal, Quebec, Canada
Job Summary
Handle a variety of group wealth telephone inquiries while supporting the In-Plan welcome program for in-plan sponsor members. Provide general information on plan options related to savings and retirement income, assess member needs, and address issues timely to meet productivity and quality objectives. Leverage system applications to resolve inquiries, introduce members to advisors for holistic advice, and stay abreast of product changes and competitor information. Contribute suggestions to improve the client experience and foster a collaborative environment. Requires bilingualism (French, English) and availability for all shifts between 8:00am and 8:00pm.
Required Qualifications
- Superior customer service skills
- Tolerance to ambiguity
- Flexibility with shifting priorities
- Effective time and personal management
- Ability to positively adapt to change
- Proficient knowledge of GRS products
- Proficient knowledge of GB products
- Proficient knowledge of CSC Rollover products
- Team oriented
- Attention to detail
- Ability to document and share constructive and timely feedback
- Bilingualism (French, English, both oral and written)
- Experience in blended or outbound Call Centre or telephone servicing
- Knowledge of Group Insurance products
- College diploma or University degree
- Commitment to a scheduled environment
- Must be available to work all shifts between 8:00am - 8:00pm
Desired Qualifications
- Experience with Siebel
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