Service Advisor

3 weeks ago


Kitchener ON, Canada The Canada Life Assurance Company Full time

Permanent Full Time
-
As one of Canada’s leading MGAs, Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success. Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.
We are looking for a Bilingual Senior Service Specialist Client Support to join our Continuum Financial Centre
The role is full time, in-office.
The Senior Service Specialist Client Support provides service to clients requiring assistance related to their investment and insurance products. You will be responsible for responding to client inquiries, assessing and resolving client questions or concerns, and completing non-licensed service while delivering a professional client experience. The successful candidate will be an effective communicator in both French and English, well-organized, self-motivated, service and sales-oriented, excel as a contributing team player and passionate about delivering high level customer service to our clients.
Influence client loyalty and retention by providing consistent, accurate and high level service
Maintain accurate and detailed records of client interactions in Customer Relationship Management (CRM) system
Bilingualism (French, English) is required to answer calls from French and English speaking customers across Canada
Proven experience in a customer service related field
Knowledge of insurance products, service
Knowledge of mutual fund and segregated investments, service
Strong ability to utilize professionalism and deliver high level customer service
Proven experience with Microsoft programs such as Word, Excel, PowerPoint, and Outlook
CRM experience is an asset.
Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.
As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies.


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