Client Experience Specialist (Benefits)

Olympia Trust Company; Calgary; Hybrid; CAD 42,000 - 54,000; Full time

Job summary

Olympia Benefits Inc. in Calgary, AB is seeking a friendly Client Services Representative to be a primary contact for clients, handling inquiries by phone and email and guiding them through accounts and services.

The role emphasizes ownership, attention to detail, professional communication, and collaboration with others while meeting client service standards; training and growth opportunities are offered for new graduates.

Qualifications

• High school diploma is required.
• Post-secondary education in business, administration, customer service, or related field asset.
• One year of customer service or call centre experience preferred; transferable post-secondary education considered.
• Experience in benefits, insurance, financial services, or related industry asset.

Responsibilities

• Answer inbound client inquiries by phone and email in a timely, friendly, and professional manner.
• Make outbound calls for client follow-ups, onboarding, and outreach projects.
• Resolve questions related to benefits, claims, accounts, online portal access, and general inquiries.
• Maintain clear notes of client interactions and account activity.
• Support diverse client groups including members, employers, advisors, and partners.
• Protect confidentiality and handle sensitive information with privacy compliance.

Skills

Strong communication

Customer service excellence

Problem solving

Attention to detail

Teamwork

Education

High school diploma

Post-secondary asset

Tools

CRM systems (HubSpot)

SharePoint

Microsoft Outlook

Teams

Job description

Olympia Benefits Inc. in Calgary, AB is seeking a friendly Client Services Representative to be a primary contact for clients, handling inquiries by phone and email and guiding them through accounts and services.

The role emphasizes ownership, attention to detail, professional communication, and collaboration with others while meeting client service standards; training and growth opportunities are offered for new graduates.