Client Support Specialist Level 2 - Bilingual

Canada Protection Plan

locationToronto, ON

postPOSTED about 2 months AGO

Full-time


1 Year

Job Description:
Reports to: Manager, Inforce Services Location: Toronto Duties will include: Provide excellent customer service to clients and brokers via Phone and e-mail Take Inbound calls and make out outbound calls Be able to handle all basic customer service transactions and handle escalations and questions from entry level team Process complicated inquiries, transactions and policy changes within service level parameters such as: Beneficiary changes, ownership changes, collateral assignments Record power of attorney requests plus complete public guardian assignments Handle Bankruptcy trustee inquiries Process reinstatement Policy cancellation and Cash Value Surrenders Smoker changes Rider changes Term policy conversion inquires and changes Provide job shadowing and training support as required Other duties as required Knowledge/Experience/Skills: Excellent customer service skills demonstrating patience, diplomacy and empathy balancing the interests of the organization Excellent phone skills Knowledge and experience on complex life insurance policy changes and transactions Demonstrated depth of product and business process knowledge within scope of duties Detail orientation Proven ability to meet deadlines and to work under the pressures of multi-tasking Team oriented attitude and technical coaching experience an asset Relevant call center experience or customer service experience within the financial services industry LOMA courses beyond Level I pursued up to and including FLMI French is a must

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