Discover
The Opportunity
Moncton, NB
Insurance
Entry Level
Full-time
$45,000 - $58,000 / year
Benefits:
Health Insurance
Dental Insurance
Paid Time Off
Flexible Work
Pension plan
Group RRSP
Retirement Plans
Life Insurance
Disability Insurance
Employee Assistance Program
Bonuses & Incentives
Wellness Programs
Do you enjoy providing attentive service, finding solutions, and supporting people with professionalism?
Join our team as a Client Experience Agent and help deliver a human-centered, thorough, and efficient experience to our clients, employers, plan members, and brokers within the Investments and Retirement sector.
In this role, you will be at the heart of the client experience, responding to inquiries, ensuring high-quality follow-ups, and supporting case processing with professionalism, empathy, and attention to detail. You will thrive in a collaborative environment where your customer-focused mindset, ability to learn, and commitment to accuracy will make a meaningful impact.
What you'll do
Responsibilities
What Your Day-to-Day Will Look Like:
Respond to inquiries from clients, plan members, employers, and brokers by phone, email, or written correspondence with professionalism and efficiency.
Manage case follow-ups, provide required information and documentation, and deliver clear, personalized, and thorough support.
Perform a variety of administrative tasks related to client files, including opening new accounts, updating information, and preparing documentation.
Process authorized transactions and administrative activities within established systems while ensuring compliance with procedures and service standards.
Contribute to the continuous improvement of tools, documentation, and processes to support an exceptional client experience.
Participate in periodic and year-end activities, including the preparation and distribution of communications and documentation to clients and plan members.
What you'll need
Qualifications
Excellent communication skills in both French and English, with strong verbal and written abilities.
Relevant experience in customer service, administrative support, or a role involving the management of inquiries, follow-ups, and competing priorities.
Strong organizational skills, attention to detail, and a commitment to delivering professional and client-focused service.
Proficiency with computer applications and the Microsoft Office Suite, particularly Outlook, Word, and Excel, along with the ability to quickly learn new systems and tools.
A solution-oriented mindset, strong analytical skills, and a desire to thrive in a dynamic and collaborative environment.
Knowledge of or experience in the investments, savings, or retirement industry is considered an asset.
A little bit about us
Assumption Life
At Assumption Life, we value the development of our employees in diversified and inclusive work teams that foster creative thinking and innovation.
Assumption Life is deeply committed to its community's development
Founded in 1903 in Massachusetts, Assumption Life is the result of a group of people who want to take their destiny into their own hands. Their goal was simple: to ensure the prosperity of Acadian families in New England. Since its inception, Assumption Life has continued to making difference beyond the borders of l'Acadie for all families across Canada. Our Company, which began as a great idea 122 years ago, is now one of the largest mutual life insurance and financial services companies in Canada. Today, this culture of generosity and commitment is demonstrated by our employees. Whether it is helping out at special events, raising funds for charities or, helping people in need, Assumption Life employees are very committed to their community and are always ready to help.
An employer of choice
We ensure competitive salaries, as well as performance-based bonuses, generous benefits and flexibility in our policies and practices to respond to the needs of our employees.
Assumption Life is committed to creating a diverse environment and is proud to be an equal opportunity employer. We extend employment regardless of race, color, ancestry, religion, sex, national or ethnic origin, sexual orientation, age, citizenship, marital status, family status, genetic characteristics, disability, gender identity or gender expression, status of a pardoned person, social condition or political activity. If you have a disability or special need that requires accommodation for an interview, please let us know by emailing
[email protected]
Are you interested?
Work With Us
The chance to be part of a dynamic, high-performing team that adheres to the following ethical values: leadership, collaboration, trust and commitment;
Training and development opportunities;
A comprehensive benefits package including a competitive salary, bonus, pension and benefits;
A dynamic location in downtown Moncton;
A paid volunteer day;
Time off to care for family members and pets.
