Our current job postings

Bilingual Client Relations Specialist

  • Employer: iA Financial Group
  • Office: 988 Broadway West
  • Location: Vancouver, British Columbia
  • Job category: Customer Service and Administrative Support
  • Job ID: JR10020335
  • Job type: Permanent Job
  • Apply before: 2024-05-25

Description

Sector: Dealer Services - Administration / Working Environment: almost100% remote (work from home) / Location: Anywhere in Canada but ideally west coast (Vancouver), need to work PST (Pacific Standard Time) hours / Status: Permanent, full-time / Working Language: Bilingual French/English is required

Are you a Customer Service Professional who is passionate about providing an exceptional customer service experience? We are looking for a Bilingual Customer Service Representative to join our close knit team. In this role you will support the administration of the Creditor and P&C businesses and will be the primary contact to external clients and finance sources. The incumbent works under the direct supervision of Expert, Client Administration.

KEY ACTIVITIES

Customer Service

Handling queries whether received by telephone, mail/fax, or walk-in related but not limited to:

  • Information on a certificate

  • Cancellation request

  • Contract transfer

  • Contract modification

  • Update on a request

Assess customer needs and channel customer requests to appropriate teams.

Data Processing

New Business Data Entry

  • Verify the correct certificate was used and the correct premiums were calculated.

  • Determine if the client is already on the system and maintain existing client records

  • Follow up with the appropriate dealer/sales representative to resolve where errors have occurred, or information is incomplete

  • Apply payment and activate certificate

Business Correspondence

  • Generate business correspondence to insureds and/or dealers when additional information is required; coverage needs to be confirmed; an adjustment to coverage needs to be communicated; and certificates are cancelled.

Cancellations

  • Process cancellations daily as requests are received and send the refund cheque and letter to the appropriate recipient

  • Review cancellations to determine whether for all or partial coverages on the certificate

  • Prepare and send any applicable chargeback notification

What we are Looking For

  • Post secondary education diploma or degree in business administration or a related Customer Service field.

  • Ideally 1-3 years related work experience either in a customer service environment or an office administration.

  • Good knowledge of MS Office tools: Word, Excel, Outlook

  • Fast and highly accurate data entry skills (Typing: minimum 50 wpm)

  • Good verbal and written language skills in both English and French owing to frequent interaction with English- and French-speaking colleagues and clients across Canada

Skills

  • Strong customer service experience, including telephone/reception

  • Knowledge of administration and claims processes would be an asset

  • Ability to work independently with minimal supervision

  • Excellent verbal and written communication skills

  • Ability to work under pressure

  • Customer service and conflict management skills

  • Strong analytical, problem-solving and decision-making skills

  • High level of attention to detail

  • Self-motivated

  • Highly organized with multi-tasking skills

  • Strong team player

  • Ability to identify process improvements

Salary: starting from $49,000


At iA, we invest,
in you.

Our employees are our best investment and we have much to offer them.


Company Overview

About

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.