Bilingual Customer Service Representative

1 week ago

Montreal, Quebec, Canada Recrute Action Full time $40,000 - $60,000 per year
Bilingual Customer Service Representative (Banking/Insurance)

Exciting opportunity for a bilingual customer service professional in the insurance industry. This hybrid Montreal-based role offers hands-on exposure to Canadian Group Retirement services, a dynamic client-facing environment, and cross-functional collaboration. Strong communication and Excel skills essential.

What is in it for you:


• Hourly salary of $21.

• 12-month contract with the potential for permanent employment.

• Full-time position: 37.50 hours per week.

• Weekday schedule from 8 am to 4 pm.

• Hybrid work: 3 office days, from Tuesday to Thursday.

• Opportunity to work in a dynamic and professional environment.

• Join a passionate and inclusive team of professionals.

Responsibilities:


• Provide high-quality service by effectively responding to client inquiries via email, including internal partners, plan sponsors, and plan members.

• Investigate and assist in resolving operational errors within Plan Sponsor Services.

• Coordinate with cross-functional teams to develop client solutions and ensure smooth service delivery.

• Support both internal and external clients by sharing relevant expertise and insights.

• Contribute to the development of effective, long-term solutions that enhance service quality.

• Maintain proactive communication with clients to prevent issues and keep all stakeholders informed.

• Acknowledge internal and external client emails received by 2 PM EST on the same day.

• Identify recurring issues, recommend process improvements, and collaborate with clients on best practices.

• Act as the primary intake for reconciliation requests, supporting internal stakeholders and managing client expectations.

What you will need to succeed:


• High school diploma required.

• Bilingual fluency in English and French to support clients in both languages.

• Proficient understanding of Microsoft 365 applications, including Excel, SharePoint, PowerPoint, and Word.

• Strong math skills with the ability to reconcile financial reports and interpret financial data.

• +1 year of customer service experience with proven relationship management skills.

• Familiarity with relevant privacy legislation and guidelines.

• Strong ability to align work to customer objectives and manage shifting priorities.

• Demonstrated adaptability, sound judgment, and effective risk assessment skills.

• Strong interpersonal and collaboration skills.

• Experience with Group Retirement products, workflows, or procedures considered an asset.

Why Recruit Action?

Recruit Action (agency permit: AP provides recruitment services through quality support and a personalized approach to job seekers and businesses. Only candidates who match hiring criteria will be contacted.

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