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Client Service Representative
3 months ago
**BMA Benefits is looking for an eager, talented professional to join thier dynamic team as a Client Service Representative**
The Client Service Representative (CSR) will provide exceptional customer service and support to clients, ensuring their satisfaction and retention. They will act as the primary point of contact for clients, responding to inquiries, resolving issues, and providing guidance on group benefits and financial advice products and services. This position requires a deep understanding of the products and services offered by the company, as well as the ability to communicate complex information in a clear and concise manner. The client service representative will also work closely with other members of the group benefits and financial advice team to ensure that clients' needs are being met and that the company is providing high-quality, effective solutions. Overall, the position of a client service representative in this industry is critical to the success of the company, as it helps to build and maintain strong relationships with clients and drive business growth.
The CSR will be primarily responsible for the following:
- Manage client inquiries ensuring timely and accurate response
- Manage inbound insurer inquiries
2. Documentation, Meeting Preparation, File review
- Prepare documentation for client meetings and/or presentations
- Review file after meeting with Advisor and complete necessary compliance and follow up work
3. Group Renewal & Experience Updates
- Assist Client Relations Supervisor with renewal process & experience updates as requested.
- Assist the Group Benefits Manager, Sales & Service Manager, and BMA Benefits team with administrative needs
4. Pension Administration
- Assist Team with group retirement service & administration work
5. Individual Clients
- Assist Advisors with entire block of business ensuring all client files are compliant
- have a customer service orientation
- have a strong sense of collaboration and teamwork
- be a positive team player with a "can-do" attitude
- have excellent attention to detail ensuring accuracy and timeliness in their work
- have administrative and customer service experience
- potentially have a diploma or degree in a related field
- be committed to meeting the needs of the clients, team, and organization
- want to grow, learn, and advance their skills, knowledge, and responsibilities
BMA Benefits is an insurance brokerage firm based in Saskatoon, Saskatchewan, Canada. The company specializes in providing group benefits and financial advice to businesses and organizations of all sizes, from small startups to large corporations. BMA Benefits prides itself on its personalized approach to client service, with a team of experienced advisors who work closely with clients to understand their unique needs and provide tailored solutions.
The company's services include group benefits, such as health, dental, and disability insurance, as well as retirement and investment planning, executive benefits, and individual insurance solutions. BMA Benefits also offers consulting services to help clients design and implement effective benefits plans and manage their insurance costs.
BMA Benefits is committed to staying up-to-date with the latest industry trends and regulations, and regularly educates its clients on changes that may impact their benefits plans. The company also supports its local community through charitable giving and volunteerism.
Overall, BMA Benefits aims to be a trusted partner for its clients, providing high-quality service and expertise to help them achieve their business and financial goals.
As an employer, BMA Benefits provides a open, collaborative, team environment who cares about each other. We offer competitive wages, exceptional benefits, and opportunities to grow and learn.
- BMA Benefits is dedicated to attracting and retaining a skilled and knowledgeable team of professionals. The company values diversity and is committed to ensuring that its hiring practices are just and unbiased. BMA Benefits appreciates the interest of all applicants in the position and will only contact those selected for an interview._
**Job Types**: Full-time, Permanent
**Salary**: $18.00-$25.00 per hour
**Benefits**:
- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- RRSP match
- Vision care
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Saskatoon, SK S7K 7E6: reliably commute or plan to relocate before starting work (required)
**Education**:
- Secondary School (preferred)
**Experience**:
- Customer service: 2 years (preferred)
- Administrative: 1 year (preferred)
Work Location: In person
