Client success manager Jobs in Airdrie, AB

As a Client Service Representative (CSR) you will report directly to your Account Manager and contribute in the servicing of client requests. Specific duties that a CSR would be expected to perform are as follows :

Client Service

• Focus on client service including timely response to telephone, email and fax / written enquiries by creating expectations and timelines for work completion with a proactive service approach.
• Ensure the proper and appropriate use of company processes and procedures, including brand maintenance, as designated by the Processing Department when performing the tasks below :
• Prepare correspondence, pink cards, endorsement requests, client record books, schedules, finance contracts, invoices, cover notes and cancellation requests, claims requests and notice of loss as determined.
• Coordinate and prepare certificate requests such as mortgagee requests, lessor, loss payable, additional insured’s, CSIO, ISNetWorld.
• Update Acturis and assist with all schedules & new business submissions as required.
• Create accurate invoices for endorsements, renewals, policy audits, memos, binder bills and financing.
• Maintain, update and organize computer and paper files utilized by the department.
• Acturis – keeping policy information updated and accurate; creating appropriate abeyances; completing all abeyances as requested.
• Mail – incoming mail (Canada Post, ICS and Courier) sorted, time stamped and processed into the system.
• Mail – outgoing; letters, envelopes, prepare all courier way bills, accurate mailing labels and appropriate postage.
• Scanning & Filing – Put away all roll cart files and drop filing.
• Light office duties as assigned.
• Other duties that may be assigned.

Team Support

Office Support

Knowledge and Experience :

Education Requirements :