Client Relations Insurance Advisor

2 days ago


Montreal, Quebec, Canada National Bank Full time
About the Role

We are seeking a highly motivated Client Relations Insurance Advisor to join our team at National Bank in Canada. As an integral part of our National Bank Insurance team, you will play a key role in delivering exceptional customer service experiences to our clients.

Your primary responsibility will be to act as a customer service specialist, ensuring that our clients receive outstanding support and guidance throughout their insurance journey. You will work closely with our team to direct clients to our advisors across Canada, handle requests and follow-ups, and adapt to different situations.

Key Responsibilities:
  • Deliver top-notch customer service experiences
  • Properly direct clients to our advisors active across Canada
  • Handle requests and follow-ups to confirm with our insurance partners
  • Adapt to different situations and client needs
About Our Team

You will be part of a dynamic team within the National Bank Insurance sector, reporting to Caroline Tremblay, Director of the National Bank Insurance and Financial Services FBN customer service team. Our team is known for its insurance expertise, quality of delivery, customer experience performance, fun atmosphere, and collaborative spirit.

What We Offer

In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to promote your wellbeing and that of your family. These include a health and wellness program, flexible group insurance, generous pension plan, Employee Share Ownership Plan, Employee and Family Assistance Program, preferential banking services, opportunities to get involved in community initiatives, telemedicine service, and virtual sleep clinic.

About Us

National Bank is a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. We offer a barrier-free workplace that is accessible to all employees and prioritize inclusivity in our commitments.

Why Join Us?

We want individuals who share our values of partnership, agility, and empowerment. If you are passionate about delivering exceptional customer experiences and working in a collaborative environment, we encourage you to apply.


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