Client Success Specialist - Benefits

Olympia Financial Group; Calgary; Hybrid; CAD 42,000 - 54,000; Full time

Job summary

Olympia Benefits Inc. in Calgary, AB is seeking a friendly, dependable Client Services Representative to join our team on-site. You will be the primary contact for clients, supporting them by phone and email, resolving questions, and guiding them through their accounts and services.

The role emphasizes ownership, attention to detail, professional communication, and collaboration. Training is provided and new graduates are welcome to apply. Employment is full-time and on-site.

Qualifications

• High school diploma required; post-secondary asset.
• One year of customer service or call centre experience preferred.
• Experience in benefits, insurance or financial services is an asset.
• CRM experience and HubSpot familiarity are advantageous.
• Strong verbal and written communication required.

Responsibilities

• Answer inbound client inquiries by phone and email promptly.
• Make outbound calls for onboarding, follow-ups, and outreach.
• Resolve questions about benefits, claims, and account setup.
• Maintain accurate notes of client interactions and activity.
• Support plan members, employers, advisors, and partners with consistency.

Skills

Verbal communication

Written communication

Problem solving

Organizational skills

Attention to detail

Teamwork

Adaptability

Interpersonal skills

Education

High school diploma

Post-secondary education in business/administration/customer service

Tools

CRM system experience

HubSpot

SharePoint

Microsoft Excel

Microsoft Outlook

Microsoft Teams

Job description

Olympia Benefits Inc. in Calgary, AB is seeking a friendly, dependable Client Services Representative to join our team on-site. You will be the primary contact for clients, supporting them by phone and email, resolving questions, and guiding them through their accounts and services.

The role emphasizes ownership, attention to detail, professional communication, and collaboration. Training is provided and new graduates are welcome to apply. Employment is full-time and on-site.