Client Services Representative at CLIC
Co-operators • burlington, Canada
Role Description
Take the lead in client support at CLIC as a New Business Service Representative, excelling in inquiry management and relationship building in a hybrid work environment.
This full-time role in Client Services emphasizes collaboration with both internal teams and external partners, including Advisors and Brokers. As the primary contact for inquiries about Individual Life New Business and Policy Changes, you will ensure a seamless client experience. You'll play a crucial role in managing communications and facilitating solutions across departments.
Key Responsibilities:
• Manage incoming inquiries via phone and email
• Contact advisors for updates on pending business cases
• Collaborate with internal teams for application processing
• Resolve errors in application completeness
• Confirm documentation status and follow up for requirements
Requirements:
• One year of experience in a similar role
• Knowledge of Individual Life products, processes
• Familiari...
This full-time role in Client Services emphasizes collaboration with both internal teams and external partners, including Advisors and Brokers. As the primary contact for inquiries about Individual Life New Business and Policy Changes, you will ensure a seamless client experience. You'll play a crucial role in managing communications and facilitating solutions across departments.
Key Responsibilities:
• Manage incoming inquiries via phone and email
• Contact advisors for updates on pending business cases
• Collaborate with internal teams for application processing
• Resolve errors in application completeness
• Confirm documentation status and follow up for requirements
Requirements:
• One year of experience in a similar role
• Knowledge of Individual Life products, processes
• Familiari...