Opens an external site
- Employment type
- Contract
- Experience level
- Entry, Junior · 0+ years
- Minimum education
- Professional degree
- Posting language
- English
- Working hours
- 38 hours per week
- Office presence
- 3 days per week
Job summary
The representative will handle complex client service requests and provide accurate information regarding retirement and investment products. They are responsible for processing transactions, maintaining policy knowledge, and collaborating with teams to ensure high-quality service standards.
Job details
Bilingual Customer Service Representative Bring your passion for customer service to the insurance sector for our client and be part of a dynamic, collaborative environment serving clients across Canada. This opportunity offers the chance to build meaningful relationships, expand your knowledge of financial products, and contribute to a positive customer experience every day. What is in it for you: • Hourly salary of $25. • 5-month contract. • Full-time position: 37.5 hours per week. • Hybrid work, with 3 days per week in the office. • Rotating weekday schedule, 8:00 am to 8:00 pm. Responsibilities: • Handle increasingly complex client service requests accurately and thoroughly at the initial point of contact. • Provide accurate and complete information on retirement products and respond to inquiries regarding retirement and investment policies. • Use multiple administrative systems to resolve inquiries within defined service standards. • Assist customers with completing appropriate forms and other policy requirements. • Process transactions on behalf of clients when required. • Identify and report recurring client concerns and recommend strategies to resolve issues and improve the service experience. • Recommend client-centered resolutions and initiate exceptions within established guidelines. • Identify opportunities and recommend improvements to operational processes and practices. • Build positive customer relationships while contributing to a collaborative team and delivering excellent customer service. • Maintain current knowledge of company policies, procedures, processes, systems, and products. • Meet expectations related to productivity, accuracy, compliance, and service excellence. • Confidently manage unclear or unfamiliar client expectations and differing opinions or personalities. • Manage multiple cases effectively in a high-volume, fast-paced environment. • Serve as a liaison between customers and other teams to support responsive, high-quality service. • Participate in process improvement activities and departmental or divisional initiatives. • Work within established timelines, including shifts, breaks, call lengths, and constructive feedback. What you will need to succeed: Required qualifications • 1 year of work experience in a contact center. • Customer service focus and skills. • Knowledge of business policies, procedures, and concepts. • Bilingual in French and English to serve clients across Canada. Preferred qualifications • Post-secondary education with industry certification, or equivalent work experience. Soft skills • Ability to build positive relationships between customers and the company. • Commitment to achieving high levels of service excellence. • Ability to work independently or with minimal direction within a team. • Analytical and problem-solving skills. • Ability to take responsibility and ownership through resolution. • Ability to organize, prioritize, and multitask effectively. • Ability to collaborate effectively with teams and peers. Why Recruit Action? Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.
What you’ll do
The representative will handle complex client service requests and provide accurate information regarding retirement and investment products. They are responsible for processing transactions, maintaining policy knowledge, and collaborating with teams to ensure high-quality service standards.
Requirements
Candidates must have at least one year of contact center experience and be bilingual in French and English. A customer service focus and knowledge of business policies are essential for success in this role.
Listed skills
- Customer service · Preferred
- Communication · Preferred
- Problem solving · Preferred
- Multitasking · Preferred
- Relationship Building · Preferred
- Time management · Preferred
- Conflict Resolution · Preferred
- Data entry · Preferred
- Team Collaboration · Preferred
- Attention to detail · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Customer service
- Bilingualism
- Communication
- Problem-solving
- Analytical skills
- Multitasking
- Relationship building
- Time management
- Conflict resolution
- Data entry
- Financial product knowledge
- Administrative systems
- Team collaboration
- Attention to detail
- Process Improvement
- Problem Solving
- Prioritization
- Investments
- Financial Services
- Collaboration
- Customer Service
- Service Standards
- Constructive Feedback
- Multilingualism
- Bilingual (French/English)
Job areas
- Customer Service & Support
- Finance & Accounting
- Administrative
- Bilingual Customer Service Representative
- Customer Service Representative (General)
- Inquiry Clerks
- Customer Service Representatives
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