Customer Service Manager
PolicyAdvisor Brokerage Inc.
Oakville Ontario
Salary: Neg Per Hour
Traits:
- Excellent quantitative analysis and critical thinking abilities.
- Strong analytical & mathematical skills to assimilate complex information with a proven ability to translate vision and strategic priorities into operational and financial realities
- Enthusiastic. Willing to roll up sleeves and get into details. Eager for that extra mile to better the operations processes.
Responsibilities:
- Collaborate in the design, development, implementation and management of core business/group processes and operations.
- Assist the brokerage and operations teams in managing escalated client relationships & delivering excellent customer service for clients.
- Work with the brokerage team to provide an exceptional insurance shopping experience for customers, including assistance in quote generation & post-sales follow-ups.
- Complete process checks to ensure documentation is up-to-date and valid to ensure accuracy.
- Conduct regular audits of CRM tools and practices based on established guidelines.
- Analyze data and information to provide business insights and recommendations.
- Act as the Subject Matter Expert for insurance
procedures and operations.
Ideal background:
- 3-5 years of operations or customer management experience at a leading financial institution or successful consumer service company. Work experience in an online business will be helpful, although not a requirement
- Financial services or insurance experience is preferred
- Strong proficiency with spreadsheets and data tables.
- Problem-solving skills and a strong desire to take ownership of tasks and processes and a willingness to learn
- Understanding of risk, regulatory, and compliance requirements
- Exceptional written and verbal communication; strong collaboration skills
- Bachelor's degree in Business, Finance or Operations
or related fields or equivalent practical experience
Job Overview
Posted Date: 02 Jan 2025
Location: Oakville Ontario
Salary: Neg Per Hour
Company Information
PolicyAdvisor is transforming the way Canadians buy the financial protection they need. We are poised to disrupt a massive global industry by making insurance purchases simpler, transparent, and more human. With life insurance ownership at a multi-decade low and 30 per cent of Canadians lacking any life insurance coverage at all, it’s clear that the old insurance model isn’t working. That’s why we’re building the tools to help more Canadians get coverage in a quick, intuitive manner.
Name: PolicyAdvisor Brokerage Inc.
Web: http://policyadvisor.com