Bilingual Retirement Support Advisor
4 weeks ago
We are seeking a highly skilled and detail-oriented Bilingual PlanRight Support Agent to join our team in Montreal, Quebec. As a key member of our PlanRight Support team, you will assist members with transactions and questions on their Group Retirement plans, providing education and guidance to ensure they make informed decisions.
Key Responsibilities- Provide exceptional customer service via inbound, outbound, and email databases, ensuring members receive accurate and professional support.
- Gather and accurately record customer information required for compliance and privacy purposes within our CRM tool.
- Handle inbound and outbound calls, as well as email databases, to educate members on guidance and advice.
- Develop strong relationships with members, providing personalized support and ensuring their needs are met.
- Meet service level agreements on activities related to Welcome calls and ensure timely resolution of customer inquiries.
- Stay up-to-date with changes in legislation, product, and administrative processes to ensure accurate and informed support.
- Work collaboratively with other teams to ensure seamless support and exceptional customer experience.
Manulife Financial Corporation is a leading international financial services group that helps people achieve their goals and improve their lives. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups, and institutions. With over 40,000 employees and 116,000 agents, we serve over 34 million customers worldwide.
What We Offer- A competitive salary and comprehensive benefits package.
- A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
- A focus on growing your career path with us.
- Flexible work policies and strong work-life balance.
- Professional development and leadership opportunities.
- Values-first culture: We lead with our Values every day and bring them to life together.
- Boundless opportunity: We create opportunities to learn and grow at every stage of your career.
- Continuous innovation: We invite you to help redefine the future of financial services.
- Delivering the promise of Diversity, Equity, and Inclusion: We foster an inclusive workplace where everyone thrives.
- Championing Corporate Citizenship: We build a business that benefits all collaborators and has a positive social and environmental impact.
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