Client Care Agent - Ponoka / Lacombe (15month Term Certain)

Alberta Financial Services Corporation; City of Lacombe; On-site; CAD 40,000 - 55,000; Full time

Job summary

A leading company in Alberta seeks a Client Care Agent to foster client relationships and deliver exceptional service in Ponoka and Lacombe. This role offers growth opportunities in insurance, lending, and risk management, along with comprehensive health benefits from day one.

Benefits

Health, dental, and vision benefits

Generous vacation and special leave days

Health and wellness initiatives

Qualifications

• 3 years of experience or 1 year with College Diploma.
• Strong focus on customer needs and expectations.

Responsibilities

• Manage client relationships and provide quality service.
• Handle client inquiries efficiently across multiple channels.
• Conduct data entry and prepare documents accurately.

Skills

Customer Service

Communication

Problem Solving

Adaptability

Education

High School Diploma

College Diploma

Job description

Client Care Agent - Ponoka / Lacombe (15month Term Certain)

Lacombe, AB, Canada

Job Description

Posted Friday, February 7, 2025 at 9 : 00 AM | Expired Saturday, February 15, 2025 at 8 : 59 AM

At AFSC, we care about each other, about Alberta and about agriculture. PEOPLE ARE OUR FOUNDATION. We want to work with talented people from a wide range of backgrounds. We strive to create a psychologically safe environment where we can all be ourselves and perform to the best of our abilities. CLIENTS ARE OUR FOCUS. The perseverance and hard work we see from our clients inspires us to show that same work ethic in everything that we do. EXCELLENCE IS OUR ASPIRATION. We are innovative, knowledgeable, and diverse and love what Albertan agriculture produces for people around the world. Working together, we grow and sustain the agriculture industry in Alberta.

Location is flexible, within Alberta, dependent on the successful applicant. This position is required to work in the Ponoka & Lacombe branch offices (2 days in Ponoka & 3 days in Lacombe). However, periodically may be asked to work in other AFSC branches. Travel in these circumstances will be reimbursed according to AFSC’s Employee and Board of Directors Expense Policy.

As the Client Care Agent, you are a self-starter and a great communicator. You bring a passion for outstanding client service, and knowledge of Alberta and the Agriculture industry. You are the first impression and a key contributor for the delivery team to meet their goals.

What will your growth opportunities look like in this role?

• Learn and become knowledgeable in the insurance, lending, and risk management aspects of the business
• Meet and interact with our producers and other clients
• In-house learning and development

What will you be responsible for?

• Manage client relationships by welcoming clients, handling client requests / inquiries and educating clients on AFSC products and services through multiple communication channels (in person, over the phone, electronically and online).
• Ensure a positive experience through courteous interactions.
• Manage client relationships by carrying out procedural tasks and referring clients to the appropriate team member as required.
• Provide quality service to clients while identifying opportunities to secure new business or support retention.
• Execute a range of client service activities, including handling client information and answering enquiries in a fast-paced multifaceted environment.
• Collect, analyze, and synthesize information to provide a resolution as quickly as possible to the client enquiries (online problem solving, troubleshooting and real-time support in person, over the phone or online through chats and email).
• Conduct data entry into AFSC systems, and review and verify the information to ensure accuracy and accessibility.
• Prepare documents using a multitude of computer applications and responsible for gathering and summarizing data for reports.
• Perform outbound calls to clients and potential clients, as required, to assist producers with their AFSC programs.
• Utilize various online platforms to engage departments and assist with client enquiries.
• Provide assistance to the Client Care team virtually or in person as required.
• Develop personal capabilities using existing formal and informal training opportunities, while also coaching others as required.

What are we looking for from you?

• Consistently goes above and beyond to understand customer requirements and surpass their expectations
• Takes steps to ensure work is done properly, communicates status, and addresses any errors
• Plans and prioritizes work to meet commitments aligned with organizational goals
• Relates openly and comfortably with diverse groups of people
• Shows consistent effort to complete even unpleasant or routine tasks in a timely manner; maintains work focus despite obstacles or setbacks
• Learns and adopts new technologies

What else is in it for you?

• Health, dental, and vision benefits on your first day of employment
• Generous vacation and special leave days
• Health and wellness initiatives

Qualifications

• High School Diploma and 3 years of experience OR
• College Diploma and 1 year of related experience

About AFSC

For over 80 years Agriculture Financial Services (AFSC) has provided Alberta's agricultural producers and agribusinesses with loans, crop insurance and farm income disaster assistance. At AFSC, we’re proud of the work we do to help build a strong, growing and diversified agriculture and agri-food industry in Alberta. Many AFSC team members are also producers and know first-hand the challenges and rewards Alberta producers face.