Client Support Representative

6 months ago

Simcoe, Canada Essential HR Full time

We are a busy office and growing. Discover a better place to grow your career: a place that’s caring, engaging, and rewarding. We’re proud of our diverse culture of trust and respect. Our Agency aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience.
The Client Support Representative role supports the agent and agency staff to provide an exceptional client experience and help maintain a positive team environment. You’ll perform administrative and general office duties, while interacting with clients and assisting your Financial Advisor and your fellow team members where necessary.

This role supports the agency philosophy of proactive client contact and works with the agency team to achieve profitable growth through outbound and inbound activities.

The Client Support Representative provides clerical and administrative support. Your role manages client relationships and provide customer support. You will need to field clients’ inquiries, process payments, schedule appointments, and connect clients with the Customer Contact Center when needed.

**How you will create impact**:

- Meet and greet clients, and direct them to the appropriate agency staff or to the Agency Contact Center
- Handles client inquiries and helps to resolve complaints (electronically and in person)
- Help clients to complete on-line transactions.
- Obtain, verify, and record client information as required.
- Proactively contact clients for numerous follow-up activities.
- Accept, process, and deposit all payments.
- Provide a full range of administrative support services including filing, faxing, photocopying, incoming/outgoing mail, courier service, order/purchase supplies and other support as required.
- Book appointments for client reviews, upsell and cross sell opportunities, meetings for advisor and associates, follow up meetings.
- Manage office Facebook page and website.
- Help organize office events and team meetings to help build a positive team environment.
- Documentation

**How you will succeed**:

- You influence change and are committed to continuous improvement, to exceed client expectations.
- You leverage critical thinking skills to identify problems and proactively propose solutions.
- Your strong communication skills allow you to clearly convey messages.
- You’re an effective team player who shares knowledge to support your peers.

**To join our team**:

- General Insurance License may be required but not needed (training is offered and expense covered).
- Customer service experience or related business experience is preferred.
**What we offer**:

- Training and development opportunities to grow your career with one of Canada’s Best Employers.
- A competitive compensation package + bonus. If you wish to come on board full time a competitive benefits program.
- Team support to ensure your success in your role.

**What you need to know**:

- Extended work hours, including weekends, may be required.

If you are interested in furthering your career in a cheerful atmosphere with a dynamic agency, then this is the position for you

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