Client Retention and Service Advisor

As a Customer Service employee in the Insurance sector, you’ll offer loan insurance solutions that will protect clients’ assets.

You’ll have a positive impact on clients with your advisory skills and your experience ensuring client loyalty.

Youtube Video

Your role

• Take calls from clients
• Identify clients’ needs and offer them suitable insurance solutions to protect their assets
• Develop relationships with clients by offering products suited to their needs
• Contribute to the team’s objectives
• Refer clients with specialized needs to the correct sector

Our Client Contact Centre is open Monday to Friday from 8 : 30 a.m. to 8 : 00 p.m., and you'll work a full-time schedule of 37.

5 hours per week. Your work schedule is variable and you'll be informed of your schedule three weeks in advance.

Your team

Our team values passionate people and bold ideas. We work together to help our clients and your colleagues achieve their goals.

We know we can count on our colleagues to share knowledge and help one another.

Learning and development

You'll begin with on-the-job training. You’ll be able to experience the call centre environment and get to know your colleagues.

Your on-the-job training will focus on learning how to help clients over the phone. During this time, you'll learn about your role, our products, and our technologies.

Many options will be available; you could advance in the same role, get promoted, develop within the sector, and more. We offer many career opportunities and encourage internal mobility.

Required skills

• College diploma or equivalent
• Experience in an advisory and / or negotiation role
• Experience with client retention and developing client relationships

sacA

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• Telemedicine service
• Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas.

Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives.

Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us.

We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!