The Company: We are a Disability Tax Credit / Financial Services company based in Port Moody, BC. We offer our employees competitive compensation, paid vacation, bonus incentives and a fun, energetic, and high-performing work environment! Swift Disability Services assists Canadians in applying for and obtaining approval of the Disability Tax Credit. We work closely with Canadians and their medical professionals to ensure the highest chances of success in what could result in over $45,000 in payments from the CRA to deserving Canadians. We have helped Canadians collect more than $30,000,000 in tax refunds within the last 3 years!
Our mission is to make a meaningful impact on the lives of as many Canadians as possible. We have a built a reputation of unparalleled customer service, leveraging technology and automation to create a more enjoyable experience for our customers and make lives easier for our staff. At Swift, we understand that our people are our most valuable asset!
The Position:
We are dedicated to building a team of high-performing individuals. We are looking for individuals to join our team in the role of Client Relationship Manager. This position is similar to that of a call-center agent. We are looking for individuals who have a proven ability to go above and beyond in order to excel in their position and drive value for a business. We are looking for individuals who are reliable, can handle 100+ calls per day, and can provide exceptional customer service to our clients.
We’re looking to add multiple Client Relationship Managers (sales staff) to our team.
The position will include:
- Target Based Commission / Additional Incentives
- Dental, Vision and Health Benefits
- Vacation + Paid time off
- Extensive Training and Support
- 40 hours/week in-office required (Mon – Fri)
- Large, Clean, and Modern Office Space
- Company events & social hours
- Casual dress
Position Requirements:
- High-performing individual with a proven ability to exceed targets and expectations
- Ability to handle 100+ calls per day
- Passion for helping others and making a difference in the lives of those who need it most
- Exceptionally strong verbal and written communication
- Self-motivated with proven ability to learn quickly
- Positive attitude and upbeat/friendly personality
- Strong organizational skills with a proven ability to manage ongoing tasks
- Good understanding of Microsoft Office programs (Word, Excel, Outlook)
- Okay with sometimes "repetitive" work
- Experience in sales/office/call center environment an asset
Main Responsibilities:
Reporting to the General Manager, the CRM/DTC Specialist is responsible for 1) Making outbound calls to identify individuals who meet the criteria and 2) sending and collecting completed onboarding forms required in order for us to move forward with their claim. Some of the key activities involved in this role are:
- Answering phones and making outbound calls
- Onboarding new clients based on qualification criteria
- Following up on new customer leads via phone, text, and email
- Following up on e-documents sent to prospective clients
- Effectively moving clients through each step of the DTC process
- Striving to beat daily, weekly, and monthly targets
Location: This is an in-office position. Swift Disability Services is based in Port Moody, BC. Our offices are located on Murray St. directly across from beautiful Rocky Point and surrounded by craft breweries. We are in close proximity to the sky train and the West Coast Express.
Why Should You Apply?
- You want to be part of a fast-growing and fast-paced business, with opportunities for advancement and a long-term career
- You are a high-performing individual
- You want a stable job with good pay and full benefits
- You want to make meaningful impact on the lives of Canadian individuals and families
- You are a positive person who want to join a fun and friendly work environment
Job Types: Full-time, Permanent
Pay: $45,000.00-$55,000.00 per year
Benefits:
- Company events
- Dental care
- Extended health care
- Life insurance
- Paid time off
- Vision care
Ability to commute/relocate:
- Port Moody, BC: reliably commute or plan to relocate before starting work (required)
Work Location: In person
