Customer Support Specialist (Insurance and Investment)
About the role
HYBRID - Québec City, Canada
Your Day With Equisoft
- Handle inbound support tickets (emails and calls) from the customers (insurance and investment advisors) in a courteous, timely, and professional manner.
- Strive to achieve first support tickets resolution and maintain the quality of service provided by the department.
- Use listening skills to understand the needs and complaints of the customer before offering them the best possible solution.
- Transferring and escalating support tickets to the appropriate department.
- Participate in training and strive to increase and improve existing skills.
- Provide technical support and assistance to end-users in a timely and efficient manner.
- Contribute to the documentation of repeated processes and standard operating procedures (SOPs) to increase efficiency and consistency in resolving issues.
- Promote clean data quality and architecture through solution design (naming conventions, help text, validation rules etc.)
About EQUISOFT
Equisoft is a business-first technology company dedicated to helping insurance and wealth management organizations reach their goals.
Founded in 1994 and privately held, we're on a mission to advance what digital can do for business solutions and processes to enable growth for our clients, partners, our employees and their communities.
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Customer Support Specialist (Insurance and Investment)
About the role
HYBRID - Québec City, Canada
Your Day With Equisoft
- Handle inbound support tickets (emails and calls) from the customers (insurance and investment advisors) in a courteous, timely, and professional manner.
- Strive to achieve first support tickets resolution and maintain the quality of service provided by the department.
- Use listening skills to understand the needs and complaints of the customer before offering them the best possible solution.
- Transferring and escalating support tickets to the appropriate department.
- Participate in training and strive to increase and improve existing skills.
- Provide technical support and assistance to end-users in a timely and efficient manner.
- Contribute to the documentation of repeated processes and standard operating procedures (SOPs) to increase efficiency and consistency in resolving issues.
- Promote clean data quality and architecture through solution design (naming conventions, help text, validation rules etc.)
About EQUISOFT
Equisoft is a business-first technology company dedicated to helping insurance and wealth management organizations reach their goals.
Founded in 1994 and privately held, we're on a mission to advance what digital can do for business solutions and processes to enable growth for our clients, partners, our employees and their communities.