Customer Service Partner

2 weeks ago

Montréal, Canada Allianz Trade Full time

**Job Purpose**: The Customer Service Partner** **is responsible for managing and resolving client requests and issues across multiple channels and segments, while liaising with the Direct Sales Force and other internal stakeholders, to support Allianz Trade in new business production and customer retention

**Key Responsibilities/What You Do**:

- Assist in managing a large portfolio of policies, with key responsibilities to include: communication with Agents in regards to renewal changes and policy distribution
- Responsible for managing integrity of System Contacts for assigned portfolio
- Applies technical knowledge to customer queries to provide solutions.
- Takes personal responsibility for the implementation of service standards.
- Documents all interactions with clients within the CRM and ticketing system.
- Identifies process improvements based on exposure to client issues and concerns that directly impact retention and new business production
- Interprets and analyzes data and other information provided by clients as a means to suggest optimal solutions to issues and concerns.
- Helps to generate and implement WOW moments with EH clients and brokers
- Other duties as assigned

**Key Requirements/What You Bring**:

- Prior credit insurance and commercial banking experience a plus
- Prior customer service experience
- High level of computer literacy with an ability to quickly acclimate to new systems.
- Exceptional internal & external client service mentality
- Excellent troubleshooting skills
- Excellent written and verbal communication skills
- Excellent technical and analytical skills
- Proven ability to manage multiple work functions in a high volume setting
- Self-motivated & team player
- College or University degree in related field
- Insurance license - an asset
- 2-3 years customer service experience in a B2B environment
- Trade Credit Insurance experience - an asset
- Highly computer literate with proficiency in Word, Excel and similar software.
- Fluent in French, Verbal and written an asset

**Objectif du poste**:Le Partenaire du service à la clientèle est responsable de la gestion et de la résolution des demandes et des problèmes des clients à travers plusieurs canaux et segments, tout en assurant la liaison avec la force de vente directe et d'autres parties prenantes internes, afin de soutenir Allianz Trade dans la production de nouvelles affaires et la rétention des clients.

**Responsabilités clés**
- Aider à la gestion d'un vaste portefeuille de politiques, avec des responsabilités clés pour inclure: la communication avec les agents en ce qui concerne les changements de renouvellement et la distribution des politiques
- Responsable de la gestion de l'intégrité des contacts du système pour le portefeuille attribué
- Applique des connaissances techniques aux requêtes des clients pour fournir des solutions.
- Assume la responsabilité personnelle de la mise en œuvre des normes de service.
- Documente toutes les interactions avec les clients au sein du CRM et du système de billetterie.
- Identifie les améliorations des processus en fonction de l'exposition aux problèmes et préoccupations des clients qui ont un impact direct sur la rétention et la production de nouvelles entreprises
- Interprète et analyse les données et autres informations fournies par les clients afin de suggérer des solutions optimales aux problèmes et préoccupations.
- Aide à générer et à mettre en œuvre WOW moments avec nos clients et courtiers
- Autres tâches assignées.

**Compétences clés**
- Expérience préalable en assurance-crédit et en banque commerciale un plus
- Expérience préalable du service à la clientèle
- Haut niveau de connaissances en informatique avec une capacité à s'acclimater rapidement aux nouveaux systèmes.
- Mentalité exceptionnelle de service à la clientèle interne et externe
- Excellentes compétences en dépannage
- Capacité d'assimiler et d'appliquer des informations provenant de multiples fonctions
- Excellentes compétences en communication écrite et verbale
- Excellentes compétences techniques et analytiques
- Capacité éprouvée à gérer plusieurs fonctions de travail dans un volume élevé
- Motivé et joueur d'équipe
- Diplôme collégial ou universitaire dans un domaine connexe
- Licence d'assurance - un atout
- 2-3 ans d'expérience en service à la clientèle dans un environnement B2B
- Expérience en assurance-crédit Commerciale - un atout
- Très compétent en informatique avec une maîtrise de Word, Excel et des logiciels similaires.
- Maîtrise du français, oral et écrit un atout

LI-SP1

LI-HYBRID

| Customer Services & Claims | Professional | Non-Executive | Allianz Trade | Full-Time | Permanent

Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an en

  • Client Representative, Customer Solutions Bell

    3 weeks ago

    Montréal, Canada CUSTOMER EXPERIENCEEXPRIÉNCE CLIENT Full time

    Req Id: 407787 At Bell, we do more than build world-class networks, develop innovative services and create original multiplatform media content - we advance how Canadians connect with each other and the world. If you’re ready to bring game-changing ideas to life and join a community that values professional growth and employee wellness, we want you on...

  • Service Partner Agent

    5 days ago

    Montréal, Canada Maax Bath Inc Full time

    **1. **Summary** _(position mandate, main objectives)_ Under the direction of the on-site service manager, the service partners agent will ensure that service calls are completed within the prescribed time frame according to our 7D objective (repair completed in 7 days). In addition to preparing daily service call reports and other documents related to the...

  • Market Manager

    2 weeks ago

    Montréal, Canada Expedia Partner Solutions Full time

    **Market Manager (Bilingual)** The Market Manager’s primary responsibility is to develop and maintain a high-quality portfolio of relevant, attractive, and competitive hotel and property products for Expedia Group’s fast-growing global traveler base. The Market Manager works with lodging partners within their assigned territory to help maximize the...

  • Customer Service Representative

    4 days ago

    Montréal, Canada BMO Financial Group Full time

    6521-6525, boulevard Decarie Montreal Quebec,H3W 3E3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Service Representative

    3 weeks ago

    Montréal, Canada BMO Financial Group Full time

    6455 rue Jean Talon Est, #101 Montreal Quebec,H1S 3E8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Service Representative

    2 weeks ago

    Montréal, Canada BMO Financial Group Full time

    61 boul Rene-Levesque ouest Montreal Quebec,H2Z 1A3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Service Representative

    2 weeks ago

    Montréal, Canada BMO Financial Group Full time

    35, rue Blainville ouest Ste-Therese Quebec,J7E 1X1 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Service Representative

    1 week ago

    Montréal, Canada BMO Financial Group Full time

    5145, chemin-Cote des-Neiges Montreal Quebec,H3T 1X9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Service Representative

    3 weeks ago

    Montréal, Canada BMO Financial Group Full time

    119 rue St-Jacques ouest Montreal Quebec,H2Y 1L6 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Service Representative

    3 weeks ago

    Montréal, Canada BMO Financial Group Full time

    35, rue Blainville ouest Ste-Therese Quebec,J7E 1X1 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Service Representative

    4 weeks ago

    Montréal, Canada BMO Financial Group Full time

    5353 Chemin Queen Mary Montreal Quebec,H3X 1V2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Customer Service Representative

    7 days ago

    Montréal, Canada BMO Financial Group Full time

    6700 rue St-Hubert Montreal Quebec,H2S 2M6 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Customer Service Representative

    2 weeks ago

    Montréal, Canada BMO Financial Group Full time

    5145, chemin-Cote des-Neiges Montreal Quebec,H3T 1X9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Service Representative

    2 weeks ago

    Montréal, Canada BMO Financial Group Full time

    129 boul D'Anjou Chateauguay Quebec,J6J 2R3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Customer Service Representative

    2 weeks ago

    Montréal, Canada BMO Financial Group Full time

    1700 rue St-Catherine Montreal Quebec,H2L 2J4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Customer Service Representative

    2 weeks ago

    Montréal, Canada BMO Financial Group Full time

    6455 rue Jean Talon Est, #101 Montreal Quebec,H1S 3E8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Service Representative

    2 weeks ago

    Montréal, Canada BMO Financial Group Full time

    1805 rue Jean-Talon Est Montreal Quebec,H2E 1T4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Customer Service Representative

    2 weeks ago

    Montréal, Canada BMO Financial Group Full time

    1769 rue Fleury est, Unit 9 Montreal Quebec,H2C 1T3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Service Representative

    2 weeks ago

    Montréal, Canada BMO Financial Group Full time

    61 boul Rene-Levesque ouest Montreal Quebec,H2Z 1A3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Service Representative

    4 days ago

    Montréal, Canada BMO Financial Group Full time

    6951 chemin Cote St-Luc Cote-Saint-Luc Quebec,H4V 1J2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...