About the role:
Interact with customers and immediately get the context of the concern and/or request
Ability to switch effortlessly between channels (phone/video call, email, live chat, co-browsing,
and social media) and be the single point of contact for all inquiries
Research all the possible ways to provide solutions and quickly come up with a solution
Cases that are highly technical or requires decision-making, the representative should be able to
escalate to the appropriate teams and ensure the resolution of the case
Performed administrative tasks, such as maintaining records and handling any changes in the policy
Ensures all compliance requirements are satisfied
Meet and maintain daily and monthly service level standards
Position requirements:
Skills Required
Effective communication skills that create an emotional connection with the customer
Strong customer service abilities
Ability to provide a proactive support
High analytical skills
High attention to detail
Ability to multi-task, prioritize, and manage time effectively
Qualifications
Bachelor's degree
2+ years experience in the Insurance/ Financial/ Fintechindustry and customer support experience
Familiar with Omnichannel CRM systems and practices
Knowledge of the insurance investment business as an asset
Proficient in MS Office Applications (Word, PowerPoint, and Excel)
Submit profile
Eastvantage Business Solutions Inc.
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