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Foresters Financial
Service Center RepresentativeForesters Financial • Remote Office - Canada
Service Center Representative

Service Center Representative

Foresters Financial • Remote Office - Canada
30+ days ago
Salary
CA$42,000.00 yearly
Job type
  • Full-time
  • Remote
Job description

Job Description

Key Responsibilities

  • Answer complex customer inquiries and issues via phone, email, and chat with a focus on first-contact resolution
  • Prioritize the customer relationship by listening and responding with empathy
  • Demonstrate patience and clear communication when assisting customers from diverse cultural backgrounds
  • Provide detailed information about insurance products, policies, and processes
  • Explain complex insurance terms and concepts to customers in an understandable manner
  • Analyze and resolve customer inquiries and complaints, ensuring a high level of customer satisfaction
  • Collaborate with other departments to resolve complex issues and improve processes
  • Handle back-office processing tasks including policy updates, documentation, and data entry
  • Process customer payments accurately and efficiently, including handling billing inquiries and resolving payment issues
  • Maintain up-to-date knowledge of company policies, products, and services
  • Document all customer interactions and maintain accurate records in the CRM system
  • Troubleshoot and resolve technical issues related to the online portal and app usage, including login issues, navigation, and other technical support
  • Promote the use of self-service and online tools to customers, educating them on the benefits and functionalities
  • Support operational strategies to improve customer retention and reduce churn
  • Conduct follow-up calls and communications, when necessary, to ensure customer satisfaction and address any ongoing concerns
  • Identify trends in customer feedback and provide insights to improve the overall customer experience
  • Understand the impact of individual Key Performance Indicators (KPIs) and set challenging development goals to support individual and team success
  • Meet or exceed established KPIs, such as customer satisfaction, productivity metrics and service quality
  • Assist in training and mentoring new team members, where necessary
  • Participate in regular team meetings and contribute to continuous improvement initiatives
  • Cultivate self-awareness by proactively seeking feedback and acting upon it

Key Qualifications

  • Education (minimum required): Post Secondary Education (asset)
  • Experience (minimum required): 3-5 years of customer service experience with a passion for service excellence. Previous inbound contact center and financial service experience is an asset
  • Knowledge of insurance products and regulatory requirements is an asset
  • Proven ability to handle complex customer issues with empathy and professionalism
  • Excellent communication skills, both verbal and written
  • Demonstrated patience and effective communication skills to explain complex insurance terms and concepts to customers from diverse backgrounds in an understandable manner
  • Proficiency in navigating multiple systems including CRM systems and other customer service software
  • Experience in back-office and payment processing
  • Experience with customer retention strategies
  • Strong technical skills with aptitude to troubleshoot technical issues, navigate and learn new systems
  • Experience promoting and educating customers on self-service and online tools
  • Resourceful, with strong problem-solving skills and attention to detail
  • Ability to work independently and as part of a team
  • Effective multi-tasking and time management skills, including the ability to adapt to changing demands and priorities
  • Strong understanding of Contact Center Key Performance Indicators and their role in customer experience success
  • College Diploma or University Degree an asset
  • Proficiently bilingual (verbal and written) in English and Spanish (is an asset) to effectively communicate with internal and external customers/partners and vendors as required
  • Flexibility to work various shifts based on business needs, including occasional paid Overtime and Statutory Holidays as needed

#LI-Remote

  • Must be available to work rotating shifts between the hours of 9:00am and 6:30pm, Monday to Friday, occasional Overtime and provide coverage on some Canadian Statutory holidays
  • Our office is located at Eglinton and Don Mills

Salary Range:

$42,000.00 - $57,000.00

The actual base salary for this position will depend on several factors, including job-related skills, experience, and education. In addition to base pay, eligible employees may participate in a discretionary variable incentive plan, results are subject to both individual and company performance.

Please note that this posting is intended to fill an existing vacancy; however, there may be instances where more than one vacancy is available for the same role.

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Service Center Representative • Remote Office - Canada

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