Client Relations Associate

4 weeks ago

Markham, Canada The Vantage Talent Group Full time

The Vantage Talent Group is sourcing for a Financial Advisory Firm in Markham, Ontario. Position Summary: As a Client Relations Associate, you will play a key role in this firm by delivering top-notch service to their clients. You will be responsible for assisting clients with their insurance needs, addressing inquiries, business development, booking meetings, processing policy changes, and ensuring overall client satisfaction.Key Responsibilities:Serve as the primary point of contact for clients, providing timely and accurate responses to inquiries via phone, email, and in-person meetings.Assist clients with policy-related questions, coverage options, claims processing, and billing inquiries.Process policy endorsements, renewals, and cancellations accurately and efficiently.Collaborate with insurance carriers to obtain quotes, bind coverage, and facilitate policy issuance.Maintain client records and ensure data accuracy in their management system.Proactively identify opportunities to enhance client relationships and promote additional insurance products.Qualifications:Strong customer service orientation with excellent communication and interpersonal skills.Experience in the insurance industry is advantageous but not mandatory.Proficiency in insurance software and Microsoft Office.A proactive approach to problem-solving and a commitment to continuous improvement.Insurance licensure (or willingness to obtain) is a plus.Detail-oriented with the ability to manage multiple tasks efficiently.

  • Client Relations Associate

    4 weeks ago

    Markham, Canada The Vantage Talent Group Full time

    The Vantage Talent Group is sourcing for a Financial Advisory Firm in Markham, Ontario. Position Summary: As a Client Relations Associate, you will play a key role in this firm by delivering top-notch service to their clients. You will be responsible for assisting clients with their insurance nee

  • Client Relations Associate

    3 weeks ago

    Markham, Canada The Vantage Talent Group Full time

    The Vantage Talent Group is sourcing for a Financial Advisory Firm in Markham, Ontario. Position Summary: As a Client Relations Associate, you will play a key role in this firm by delivering top-notch service to their clients. You will be responsible for assisting clients with their insurance needs, addressing inquiries, business development, booking...

  • Client Relations Associate

    3 weeks ago

    Markham, Canada The Vantage Talent Group Full time

    The Vantage Talent Group is sourcing for a Financial Advisory Firm in Markham, Ontario. Position Summary: As a Client Relations Associate, you will play a key role in this firm by delivering top-notch service to their clients. You will be responsible for assisting clients with their insurance needs, addressing inquiries, business development, booking...

  • Client Relations Associate

    3 weeks ago

    Markham, Canada The Vantage Talent Group Full time

    The Vantage Talent Group is sourcing for a Financial Advisory Firm in Markham, Ontario.Position Summary:As a Client Relations Associate, you will play a key role in this firm by delivering top-notch service to their clients. You will be responsible for assisting clients with their insurance needs, addressing inquiries, business development, booking meetings,...

  • Client Relations Associate

    3 weeks ago

    Markham, Canada The Vantage Talent Group Full time

    The Vantage Talent Group is sourcing for a Financial Advisory Firm in Markham, Ontario. Position Summary: As a Client Relations Associate, you will play a key role in this firm by delivering top-notch service to their clients. You will be responsible for assisting clients with their insurance needs, addressing inquiries, business development, booking...

  • Client Relations Associate

    4 weeks ago

    Markham, Canada The Vantage Talent Group Full time

    The Vantage Talent Group is sourcing for a Financial Advisory Firm in Markham, Ontario. Position Summary: As a Client Relations Associate, you will play a key role in this firm by delivering top-notch service to their clients. You will be responsible for assisting clients with their insurance needs, addressing inquiries, business development, booking...

  • Client Relations Associate

    4 weeks ago

    Markham, Canada The Vantage Talent Group Full time

    The Vantage Talent Group is sourcing for a Financial Advisory Firm in Markham, Ontario. Position Summary: As a Client Relations Associate, you will play a key role in this firm by delivering top-notch service to their clients. You will be responsible for assisting clients with their insurance needs, addressing inquiries, business development, booking...

  • Client Relations Associate

    4 weeks ago

    Markham, Canada The Vantage Talent Group Full time

    The Vantage Talent Group is sourcing for a Financial Advisory Firm in Markham, Ontario. Position Summary: As a Client Relations Associate, you will play a key role in this firm by delivering top-notch service to their clients. You will be responsible for assisting clients with their insurance needs, addressing inquiries, business development, booking...

  • Client Relations Associate

    4 weeks ago

    Markham, ON, Canada The Vantage Talent Group Full time

    The Vantage Talent Group is sourcing for a Financial Advisory Firm in Markham, Ontario. Position Summary: As a Client Relations Associate, you will play a key role in this firm by delivering top-notch service to their clients. You will be responsible for assisting clients with their insurance needs, addressing inquiries, business development, booking...

  • Client Relations Associate

    4 weeks ago

    Markham, ON, Canada The Vantage Talent Group Full time

    The Vantage Talent Group is sourcing for a Financial Advisory Firm in Markham, Ontario. Position Summary: As a Client Relations Associate, you will play a key role in this firm by delivering top-notch service to their clients. You will be responsible for assisting clients with their insurance needs, addressing inquiries, business development, booking...

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