Agent - Partners Services

4 weeks ago

Montreal, Canada Beneva Full time

Description

:

Comme agent(e) - service aux partenaires, votre rôle consiste à assurer le service à la clientèle à nos partenaires, soit les conseillers en sécurité financière, les directeurs des ventes ainsi que les agents généraux de Beneva.

Nous recherchons des candidats passionnés par le service client et dotés d'excellentes compétences en communication. Vous serez le point de contact principal pour nos partenaires, soit un pilier crucial dans la construction et le maintien de relations positives et durables.

Vous vous réaliserez dans les fonctions suivantes :

Assurer le soutien de première ligne en répondant à toutes les questions relatives aux produits et services dont l’assurance-vie, les produits d’épargnes et de placements, les fonds d’investissement, les régimes de retraite et tous les autres produits de Beneva ainsi que ceux des autres fabricants.

Répondre aux demandes d’information pour toutes les lignes d’affaires de Beneva.

Effectuer le lien entre les fabricants et les distributeurs afin de leur assurer un service de qualité.

Donner le soutien nécessaire aux conseillers en sécurité financière pour tous les aspects techniques et pratiques de notre outil informatique, tels que la recherche d’information et ce qui à trait à la saisie de transaction.

Donner le soutien nécessaire aux agents généraux pour les aspects techniques et pratiques de notre outil informatique.

Vos talents et vos qualifications :

DEC en administration ou combinaison d'expérience équivalente.

Quatre (4) années d’expérience soit en assurance vie, épargne, placements, services financiers ainsi que l'analyse de situation financière.

Maitrise avancée de la langue française et anglaise, tant à l’oral qu’à l’écrit, en raison de la nature des tâches, des outils de travail ou d’interactions avec des collègues, partenaires, clients ou fournisseurs anglophones, ou afin de répondre aux objectifs de croissance de l’entreprise

Avoir un permis en assurance de personnes et en épargne collective ( sera considéré comme un atout).

Appellation interne : Technicien - service aux partenaires

#S2

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