Accelerated Management -Life Insurance

AO Globe Life- Wendy Martin; Ottawa; On-site; CAD 40,000 - 50,000; Full time

Job summary

A life insurance company in Ottawa is seeking a Client Services Representative. This role involves responding to client inquiries and managing accounts to ensure exceptional service. Ideal candidates are proactive, possess strong communication skills, and have a penchant for customer service. Opportunities for professional growth into leadership positions will be available. Join us to make a difference in clients' lives through quality life insurance services.

Qualifications

• Previous experience in customer service or client relations is an asset.
• Willingness to pursue LLQP certification if not already obtained.
• Proficient in computer use, including MS Office applications.

Responsibilities

• Respond to client inquiries regarding life insurance products and services.
• Manage client accounts and provide continuous support.
• Help clients understand their life insurance policies.
• Identify upselling or cross-selling opportunities.
• Maintain accurate client information in the database.
• Work with management to improve service.
• Participate in training programs for leadership skills.

Skills

Strong communication and interpersonal skills

Excellent problem-solving abilities

Customer-first mindset

Ability to work independently and collaboratively

Proficient in computer use

Education

High school diploma or equivalent

Post-secondary education preferred

Tools

MS Office applications

Job description

AO Globe Life is thrilled to announce an opening for a Client Services Representative in Life Insurance, featuring an exciting Accelerated Management pathway! We are seeking passionate, customer-focused individuals who also demonstrate leadership potential. In this role, you will be the first point of contact for clients, helping them with their life insurance inquiries and ensuring they receive top-tier service.

As a Client Services Representative, you’ll be essential in managing client accounts, addressing questions, guiding clients through their policies, and building strong relationships that boost customer satisfaction. With our comprehensive training and mentorship program, you’ll not only excel in client services but also have the opportunity to grow into leadership positions, where you’ll inspire and manage a team of agents.

If you're a proactive individual who enjoys helping others and seeks growth opportunities in a dynamic environment, we encourage you to apply today!

Key Responsibilities

• Respond to client inquiries regarding life insurance products and services
• Manage client accounts, offering continuous support and assistance
• Help clients fully understand their life insurance policies, benefits, and options
• Identify opportunities for upselling or cross-selling additional products
• Maintain accurate client information in our database
• Work with management to identify service improvement opportunities
• Participate in training programs to develop leadership skills for future advancement

Requirements

• High school diploma or equivalent required; post-secondary education is preferred
• Previous experience in customer service or client relations is an asset
• Strong communication and interpersonal skills
• Excellent problem-solving abilities with a customer-first mindset
• Ability to work both independently and as part of a collaborative team
• Proficient in computer use, including MS Office applications
• Willingness to pursue LLQP if not already certified (training provided)