Client Support Specialist Level 2 - Bilingual

Canada Protection Plan

locationToronto, ON

postPosted over 2 years ago


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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