Client Service Representative
2 weeks ago
New Business Team Job Description
The New Business Team at Sun Life is seeking an experienced professional to join our dynamic team as a Senior Case Associate. As a key member of our team, you will be responsible for the administration of insurance proposals, from verification to mailing of the contract.
Main Responsibilities
The Senior Case Associate will be responsible for analyzing applications, submitting records to medical underwriters, adjusting accounting entries, arranging premium payments, issuing or declining contracts, and communicating with advisors and clients.
Key Skills and Qualifications
- Bilingualism in French and English, both oral and written, to communicate with clients across Canada and worldwide.
- Excellent customer service orientation and communication skills.
- Ability to work in a fast-paced environment with changing priorities.
- Attention to detail and ability to solve problems.
- Ability to work well in a team and adapt to new processes and practices.
Required Knowledge and Experience
- Knowledge of individual insurance products.
- Knowledge of Sun Life systems, including Ingenium, MLIF, and customer service desk.
- Knowledge of Brighter Way Management Systems (BWMS) and processes.
Additional Requirements
Overtime may be required, and candidates must commit to working in this position for at least 18 months for comprehensive training.
-
Client Service Representative
1 week ago
Montreal, Quebec, Canada Toyota Montréal-Nord Full timeWe are seeking a Client Service Representative to join our team at Toyota Montréal-Nord.Job SummaryThe ideal candidate will be responsible for providing exceptional customer service, handling incoming calls, and making outgoing calls for service appointments. About the RoleRespond to customer inquiries in a professional and courteous manner.Maintain...
-
Client Service Representative
1 month ago
Montreal, Quebec, Canada beBee Professionals Full timeJob SummaryBeBee Professionals is seeking a Client Service Representative to provide exceptional customer service and technical support to our clients. The successful candidate will have a Bachelor's degree in Computer Science or a related field, as well as experience in customer service and technical support.The ideal candidate will have excellent...
-
Client Service Representative
5 days ago
Montreal, Quebec, Canada Company 19 - John Hancock Life Insurance Company (U.S.A.) Full timeAbout the RoleThe Client Service Representative will play a key role in supporting the success of our Group Retirement Solutions business by providing exceptional customer service to our clients. This individual will be responsible for managing a dedicated block of clients within Plan Sponsor Services, serving as the single point of contact for day-to-day...
-
TD Client Service Representative
1 week ago
Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeAbout The Role: We are seeking a highly skilled and dedicated individual to join our team as a PIA Client Service Associate. In this role, you will provide exceptional client service, support investment advisors, and contribute to the growth and success of our business. Job Summary: This is a unique opportunity to build your career in a dynamic and...
-
Bilingual Client Service Representative
1 month ago
Montreal, Quebec, Canada Manulife Full timeJob DescriptionManulife is seeking a highly skilled Bilingual Client Account Representative to join our team. As a key member of our Client Experience team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and resolving any issues that may arise.Key Responsibilities:Provide high-quality service to...
-
Dedicated Client Service Representative
5 days ago
Montreal, Quebec, Canada National Bank Full timeJob OverviewWe are seeking a highly motivated and skilled Dedicated Client Service Representative to join our team. As a key member of our client service team, you will be responsible for providing exceptional customer service to our clients through various communication channels.Responsibilities:* Provide personalized support to clients by addressing their...
-
Client Experience Representative
1 month ago
Montreal, Quebec, Canada beBee Professionals Full timeWe are seeking a Client Experience Representative to join our team in Montreal. The ideal candidate will have a proven track record of delivering exceptional customer service, responding to inquiries, and resolving customer issues.Key responsibilities include:Providing timely and effective support to clientsResponding to inquiries and resolving customer...
-
Customer Service Representative
3 weeks ago
Montreal, Quebec, Canada Mazaferro Full timeJob Summary: As a Customer Service Representative, you will be responsible for providing exceptional client-focused service to our valued customers. Key Responsibilities:Respond to customer inquiries: Respond promptly and professionally to customer inquiries via phone, email, or chat.Solve customer issues: Resolve customer complaints and issues in a timely...
-
Client Service Representative
2 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeAt Royal Bank of Canada, we are seeking a highly skilled Client Service Representative to join our team in Montréal. As a key member of our operations team, you will play a critical role in ensuring the smooth processing of cash transactions and providing exceptional client service.About the RoleWe are looking for an experienced and detail-oriented...
-
Customer Service Representative
4 weeks ago
Montreal, Quebec, Canada Intelcom Full timeCustomer Service RepresentativeAt Intelcom, we're looking for a skilled Customer Service Representative to join our team. As a key member of our customer experience team, you'll be responsible for providing exceptional service to our clients through various communication channels.Key Responsibilities:- Respond to client inquiries via phone, email, or live...
-
Customer Service Representative
4 weeks ago
Montreal, Quebec, Canada Services d'Immigration YourConnexion Full timeJob Title: Customer Service RepresentativeJob Summary: We are seeking a highly motivated and organized Customer Service Representative to join our team at Services d'Immigration YourConnexion. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, responding to their inquiries, and...
-
Customer Service Representative
4 weeks ago
Montreal, Quebec, Canada Services d'Immigration YourConnexion Full timeJob Title: Customer Service RepresentativeJob Description:We are seeking a Customer Service Representative to join our team at Services d'Immigration YourConnexion. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, answering their inquiries, and providing information about our...
-
Client Service Associate
2 weeks ago
Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeJob SummaryTD is seeking a Client Service Associate - Financial Services to provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.This role requires strong communication skills with ability to build relationships and work collaboratively, confidentially and independently.Key...
-
Financial Services Representative
1 week ago
Montreal, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a skilled and motivated Financial Services Representative to join our team. As a key member of our organization, you will be responsible for providing exceptional client service and support.Job SummaryThe Financial Services Representative will work closely with clients to understand their financial needs and provide tailored...
-
Customer Service Representative
4 weeks ago
Montreal, Quebec, Canada Recrute Action Inc. Full timeWe are seeking a Customer Service Representative to join our team at Recrute Action Inc. The ideal candidate will have a secondary (high) school graduation certificate and 2 years to less than 3 years of experience in a related field or equivalent experience.Key ResponsibilitiesProvide excellent customer service by answering clients' inquiries and providing...
-
Commercial Insurance Broker
2 weeks ago
Montreal, Quebec, Canada BFL Canada Full timeTransform Your Career as a Commercial Insurance BrokerAs a Client Service Representative at BFL Canada, you will be part of a dynamic team that offers more than just a job – we offer a career path with opportunities for growth and development. We believe in our employees and empower them to shape their careers through continued education and training.Key...
-
Client Retention and Service Specialist
4 weeks ago
Montreal, Quebec, Canada National Bank Full timeJob SummaryWe are seeking a highly skilled Customer Service Representative to join our team at National Bank. As a Customer Service Representative - Loan Insurance, you will be responsible for providing exceptional service to our clients by offering loan insurance solutions that protect their assets.Key ResponsibilitiesTake calls from clients and identify...
-
Customer Service Representative
4 weeks ago
Montreal, Quebec, Canada Recrute Action Inc. Full timeWe are seeking a Customer Service Representative to join our team at Recrute Action Inc. The ideal candidate will have a secondary (high) school graduation certificate and 2 years to less than 3 years of experience in a similar role.Key ResponsibilitiesProvide information and answer clients' inquiries in a timely and professional manner.Screen potential...
-
Customer Service Representative
2 weeks ago
Montreal, Quebec, Canada Intelcom Full timeCustomer Service RepresentativeAt Intelcom, we are seeking a talented Customer Service Representative to join our team. As a key member of our customer experience team, you will be responsible for delivering exceptional service to our clients.ResponsibilitiesProvide timely and effective responses to client inquiries via phone, email, or live chat.Inform...
-
Field Service Representative
4 weeks ago
Montreal, Quebec, Canada CSA Group Full timeJob Title: Field Service RepresentativeJob Summary:To ensure the integrity of the CSA registered Mark, we are seeking a Field Service Representative to conduct factory inspections and safeguard ongoing conformity of products bearing the CSA Mark.Responsibilities:Conducts factory inspections at CSA authorized factories, selecting representative product...