Bilingual Client Service Technician Company Overview A step forward in your career!
A career with Industrial Alliance Insurance and Financial Services means working in an enriching environment that encourages personal and professional development.
We offer a workplace where everyone plays an essential role in the success of our Company and where individual efforts are acknowledged.
Our tradition of excellence is built on a strong team spirit, a challenging environment, and continuous development.
Join Industrial Alliance! Description Under the supervision of the Team Leader, he/she is a frontline representative of the Company for the individual life insurance sector. He/She is responsible for providing information, giving explanations, solving problems, resolving complaints and providing consultative services to our client and distribution partners in order to meet their needs and expectations. They also support to the sector by corresponding with orphan clients on their behalf. The inquiries received are varied and may include questions about our procedures, products, transaction status, tax and legal aspect where products are continuously evolving in complexity. All of the above takes place in a multi-media enviroment - over the telephone, via email, fax, written correspondence or in person with the policyowner, agent or Managing General Agent. The quality of which he/she performs their job has a direct impact on the future business of the Company and the representatives that support our Company. It is a high contact/contact-intensive service job with sensitive deadlines.
He/She may be the back-up for the processing of various transactions and approvals of disbursements within applicable limits. He/She also assists the Team Leader with various tasks and may be required to provide back-up in his/her absence and may be involved in various projects requiring their expertise.
He/She approves exceptions to normal procedures as warranted. He/She is able to analyse complex cases and complaints in a timely manner, negotiating mutually satisfactory solutions while respecting Company guidelines.
He/She identifies rules and procedures that require updating and suggests improvements to simplify processes and gain efficiencies. He/She shares with his/her team members the responsibility for productivity. He/She shares knowledge to aid in the proper functioning of the department. He/She provides training and support on an individual basis and contributes to a positive and collaborative work environment. He/She is a positive role model/mentor for the sector. Qualifications General College Degree Diploma and 2 years of insurance industry experience OR 5 years of insurance industry experience OR business and marketing post-secondary education;
Excellent knowledge of the English and French language
Excellent computer skills;
Excellent communication skills, responsive to the needs and expectations of clients and partners and excellent interpersonal skills;
Ability to take initiative and make sound decisions in a timely manner;
Sound knowledge of tax rules and life insurance regulations;
Excellent organizational, planning and time-management skills;
Ability to work under pressure and respond positively;
Strong analytical and problem-solving skills with a good mathematical aptitude;
Ability to work well with all levels of individuals of various departments;
Ability to train others, provide support and leadership;
Positive attitude, proactive and self-motivated.
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