Customer representative • markham on
Key Responsibilities: New Client Acquisition:  Proactively identify and engage potential clients through referrals, networking, and outreach, presenting Primerica’s services to bring in ... Voir plus
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Heures de travail: 30 to 40 hours per week.Promote sales to existing clients.Identify and solicit potential clients.Assess client's needs and resources to recommend the appropriate goods or service... Voir plus
Are you outgoing and customer-focused? Are you excited to help customers reach their insurance needs? If you answered yes to these questions, working for an Insurance agent may be the career for yo... Voir plus
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Customer Service Manager - Desjardins Agent Team Member.Location: Stouffville, Ontario.Job Type: Full Time, in-office.Are you outgoing and customer-focused? Are you excited to help customers r... Voir plus
Heures de travail: 24 to 40 hours per week.Secondary (high) school graduation certificate.Advertise and/or promote products, sales or services.Sales and marketing promotions.Work conditions and phy... Voir plus
Are you outgoing and customer-focused? Are you excited to help customers reach their insurance needs? If you answered yes to these questions, working for an Insurance agent may be the career for yo... Voir plus
Key Responsibilities: New Client Acquisition: Proactively identify and engage potential clients through referrals, networking, and outreach, presenting Primerica’s services to bring in new business.
Customer Support: Respond to customer inquiries via phone, email, and in-person, providing assistance with financial products, account management, and service requests.
Account Management: Assist clients with managing their financial accounts, including account updates, product applications, and status inquiries.
Problem Solving: Address customer concerns promptly, investigating and resolving issues such as payment discrepancies, transaction errors, and account changes Key Responsibilities: New Client Acquisition: Proactively identify and engage potential clients through referrals, networking, and outreach, presenting Primerica’s services to bring in new business.
Customer Support: Respond to customer inquiries via phone, email, and in-person, providing assistance with financial products, account management, and service requests.
Account Management: Assist clients with managing their financial accounts, including account updates, product applications, and status inquiries.
Qualifications: Education: High school diploma or equivalent required; Bachelor’s degree in finance, business, or a related field preferred.
Experience: Prior customer service experience in financial services, insurance, or banking is an asset Must be able to work in Canada, with Valid SIN, and if not citizen or permanent resident MUST HAVE valid permit Skills: Strong communication and interpersonal skills.
Ability to work independently and as part of a team.
Problem-solving skills with a high level of attention to detail.
Familiarity with financial products and services is a plus.
Proficiency in CRM systems and Microsoft Office applications.
Attributes: Empathy and a customer-first mindset.
Strong organizational and time-management skills.
Ability to handle sensitive financial information with confidentiality and professionalism.
An attitude of willing to learn and grow Why Work with Us?
Opportunities for professional growth and career advancement.
Supportive and collaborative work environment.
Ongoing training and development in financial services and customer relations.
Compensation: Compensation will be discussed during a face-to-face meeting, based on an assessment of your qualifications and experience.
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