Client Relations Specialist

4 weeks ago

Markham, Ontario, Canada CHUBB Full time

The primary responsibility of this versatile position is to deliver exceptional service to our policyholders, regional offices, and various departments within the corporate headquarters, while also collaborating with our counterparts in the United States. In this capacity, you will address customer concerns, strive to meet customer expectations, and manage all customer-facing service protocols, ensuring that policies and standards are documented and customer objectives are clearly defined. Additionally, you will support the Financial Needs Analysis (FNA) Quality Audits across Canada.

The training will emphasize acquiring the skills and knowledge essential for representing the company by executing customer service functions that contribute to a comprehensive customer experience.

You will utilize effective communication skills to interact with our customers or sales representatives through various channels including letters, faxes, emails, and phone calls.

Key responsibilities include:

Evaluating and responding to policyholders regarding Life, Accident, and Health products, making necessary online adjustments (such as name, address, and beneficiary changes). Processing required documentation to maintain accurate records and ensuring that policyholders receive the necessary paperwork for their files. Staying informed about industry standards and regulations. Delivering a consistently high standard of customer experience. Overseeing the Financial Needs Analysis for customer files, which includes training on procedures, reviewing sales, and developing and implementing quality control measures.

The ideal candidate will possess the following qualifications:

A Bachelor's Degree or equivalent professional experience. Prior experience in the insurance sector is preferred. Bilingual proficiency in English and French (both written and verbal) is mandatory. Proficient in Microsoft Office Suite, particularly Excel and Word, with advanced skills in Outlook and Macros. Familiarity with general office practices. Strong verbal and written communication skills, as well as interpersonal abilities in both English and French. A proactive approach and accountability. Sound judgment and problem-solving capabilities. Ability to adapt and manage multiple tasks in a fast-paced environment. Skills in prioritizing and managing escalations effectively. Familiarity with tools such as CICS PROD, LSP, Dynamics CM8, and L70 would be advantageous.

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