Customer Care Representative

Job summary

The role involves proactively acquiring new clients through networking and outreach while providing comprehensive customer support for financial products. Responsibilities also include managing client accounts, resolving payment or transaction issues, and maintaining professional service standards.

Job details

Key Responsibilities: New Client Acquisition: Proactively identify and engage potential clients through referrals, networking, and outreach, presenting Primerica’s services to bring in new business. Customer Support: Respond to customer inquiries via phone, email, and in-person, providing assistance with financial products, account management, and service requests. Account Management: Assist clients with managing their financial accounts, including account updates, product applications, and status inquiries. Problem Solving: Address customer concerns promptly, investigating and resolving issues such as payment discrepancies, transaction errors, and account changes Key Responsibilities: New Client Acquisition: Proactively identify and engage potential clients through referrals, networking, and outreach, presenting Primerica’s services to bring in new business. Customer Support: Respond to customer inquiries via phone, email, and in-person, providing assistance with financial products, account management, and service requests. Account Management: Assist clients with managing their financial accounts, including account updates, product applications, and status inquiries. Qualifications: Education: High school diploma or equivalent required; Bachelor’s degree in finance, business, or a related field preferred. Experience: Prior customer service experience in financial services, insurance, or banking is an asset Must be able to work in Canada, with Valid SIN, and if not citizen or permanent resident MUST HAVE valid permit Skills: Strong communication and interpersonal skills. Ability to work independently and as part of a team. Problem-solving skills with a high level of attention to detail. Familiarity with financial products and services is a plus. Proficiency in CRM systems and Microsoft Office applications. Attributes: Empathy and a customer-first mindset. Strong organizational and time-management skills. Ability to handle sensitive financial information with confidentiality and professionalism. An attitude of willing to learn and grow Why Work with Us? Opportunities for professional growth and career advancement. Supportive and collaborative work environment. Ongoing training and development in financial services and customer relations. Compensation: Compensation will be discussed during a face-to-face meeting, based on an assessment of your qualifications and experience.

What you’ll do

The role involves proactively acquiring new clients through networking and outreach while providing comprehensive customer support for financial products. Responsibilities also include managing client accounts, resolving payment or transaction issues, and maintaining professional service standards.

Requirements

Candidates must have at least a high school diploma, with a bachelor's degree in finance or business preferred. Prior experience in financial services, insurance, or banking is considered an asset, and candidates must be legally authorized to work in Canada.

Benefits

• Professional growth • Career advancement • Supportive work environment • Ongoing training

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Problem solving · Preferred
• Attention to detail · Preferred
• Communication · Preferred
• Microsoft Office · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer service
• Communication
• Interpersonal skills
• Problem-solving
• Attention to detail
• CRM systems
• Microsoft Office
• Financial services
• Networking
• Account management
• Time-management
• Organizational skills
• Empathy
• Professionalism
• Willingness To Learn
• Account Management
• Customer Support
• Customer Relationship Management
• Customer Acquisition Management
• Customer Service
• Confidentiality
• Training And Development
• Finance
• Financial Services
• Financial Accounting
• Interpersonal Communications
• Problem Solving
• Time Management
• Customer Inquiries
• Detail Oriented

Job areas

• Customer Service & Support
• Finance & Accounting
• Sales
• Customer Care Representative
• Customer Service Representative (General)
• Inquiry Clerks
• Customer Service Representatives