Customer Care Agent

Neilson Financial Services; Toronto; On-site; CAD 40,000 - 55,000; Full time

Job summary

A leading provider of life insurance products is seeking a Customer Care Agent in Toronto. The role involves delivering great customer service, handling claims administration, and maintaining client records. Ideal candidates should possess strong communication skills and thrive in a target-driven environment, with financial services experience being a plus.

Qualifications

• Proven experience in a customer service role.
• Ability to manage stress and maintain performance in a target-driven environment.
• Exceptional communication and listening skills.
• High level of attention to detail.

Responsibilities

• Deliver outstanding service to customers by addressing inquiries promptly.
• Maintain accurate client records and comply with regulatory requirements.
• Assist customers in making tailored policy changes as per their needs.

Skills

Customer service

Communication

Attention to detail

Stress management

Job description

At Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options.

Neilson is a leading provider of innovative, simple and great-value direct life insurance products. You may have come across some of our brands such as Cover Direct and Seniors Choice.

We have evolved from our origins in the UK, where the business was launched in 2012, to become an award-winning international operation and leader in the global life insurance market. Today, we have offices in the USA, Canada, Ireland, and Australia in addition to our UK operations based in Windsor, Ashford and Hull.

Job Description

We are seeking a Customer Care Agent who is enthusiastic about providing exceptional customer service and thrives in a target-driven environment. The ideal candidate should be an excellent communicator with a keen attention to detail and the ability to handle pressure well. While knowledge of Financial Services is advantageous, it is not mandatory.

Responsibilities :

• Deliver outstanding service to customers by addressing inquiries and requests promptly and managing the delivery of customer correspondences with the agreed company framework, timescale and deadlines.
• Maintain accurate client records and comply with regulatory requirements on all matters.
• Assist customers in making tailored changes to their policies as per their needs.
• Adhere to processes and procedures for all service-related matters and escalate upwards as appropriate.
• Contribute towards projects designed to improve the service offered by the business.
• Handle the administration of organizational claims process.

Qualifications

• Proven experience in a customer service role.
• Ability to manage stress and maintain performance in a target-driven environment.
• Exceptional communication and listening skills.
• High level of attention to detail.
• Prior knowledge or experience in Financial Services is a plus but not required.

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