Customer Service Advisor (Bilingual)

CAA Club Group; Vaughan; On-site; CAD 45,000 - 60,000; Full time

Benefits offered by this job

Holistic wellness program

Continuous learning opportunities

Travel incentives and discounts

Competitive benefits package

Competitive benefits and defined-con%?

Job summary

A leading insurance provider in Vaughan is seeking a skilled customer service representative to provide sales quotes for Travel Insurance. The ideal candidate will possess excellent bilingual communication skills, a post-secondary degree, and 2-4 years of related experience. You'll work in a dynamic environment, assisting clients with their insurance needs while exceeding service standards. This role requires strong analytical skills, attention to detail, and proficiency in Microsoft Office. Don't miss the opportunity to join a vibrant team that values collaboration and growth.

Qualifications

• 2-4 years customer service experience, preferably in a call center environment.
• Insurance experience, particularly in Travel Medical, is an asset.
• A & S license is preferred.
• Insurance experience is an asset, travel insurance preferred.
• A&S licence preferred.

Responsibilities

• Provide quotes/sales on Travel Insurance to potential customers.
• Quote and bind customers on Travel Insurance policies using proper techniques.
• Exceed customer service standards and departmental KPI goals.
• Provide technical and product support to CAA Associates and external partners in a timely manner.
• Escalate configuration or system issues as needed; communicate with internal/external partners.

Skills

Excellent verbal and written communication skills (French and English)

Customer service experience

Analytical skills

Ability to multi-task

Strong inter-personal skills

Computer literacy

Education

Post-secondary education completion

University degree

Tools

Microsoft Office (Word and Excel)

Microsoft Excel

CRM systems

Job description

About Us

Echelon Insurance provides Personal and Commercial Specialty Insurance solutions to protect Canadian families and businesses across Canada, through our trusted network of Broker partners. Echelon is a member of the CAA Club Group of Companies and is an equal opportunity employer who offers a professional environment that champions collaboration, trust, and growth to drive success. We cultivate a great working dynamic to help us deliver what is best for our associates, Brokers, and Customers.

Benefits

• Work‑life harmony with access to an award‑winning holistic wellness program
• Continuous learning through our robust corporate curriculum and education reimbursement program
• Incredible rewards, travel incentives and product and service discounts
• Pay‑for‑performance and best‑in‑class recognition programmes
• Competitive benefits that include a defined contribution plan, a personal spending account, and so much more

Position Details

What You Will Do

• Provide quotes/sales on Travel Insurance to potential customers by responding to incoming telephone requests from the sales and backup for IMU queues
• Quote and bind customers on Travel Insurance policies over the phone using proper questioning techniques to identify their travel insurance needs, sales techniques and applying all appropriate underwriting guidelines
• Uphold company standards of the department and regulatory bodies
• Provide technical and product support to CAA Associates and external partners in a timely and efficient manner, exceeding customer service standards and KPI goals of the department
• Resolve minor issues through changes or work‑around suggestions; Escalate support for configuration or system issues or for technical issues
• Correspond with internal and external partners or new policyholders as required

Who You Are

• Excellent verbal and written communication skills: advanced French and English is required
• Post‑secondary education completion; university degree an asset
• 2‑4 years customer service experience, with exposure to a call centre environment an asset
• Insurance experience is an asset, preferably Travel Medical
• A & S licence is preferred
• Very good analytical skills and aptitude for problem solving
• Ability to navigate different computer systems
• Good working knowledge of Microsoft Office (in particular Word and Excel)
• Ability to multi‑task
• Strong inter‑personal skills, empathy, excellent attention to detail, team and customer‑service oriented
• Work capacity in accordance with variable hours

Hours Of Operation

Monday‑Friday 8:00am – 8:00pm
Saturday 9:00am – 5:00pm
Employees may be required to work any shifts within these hours

Office Location

CAA Thornhill Office, 60 Commerce Valley Drive, Thornhill, Ontario

Commitment

We are an equal opportunity employer and are committed to providing employment accommodation in accordance with all applicable Provincial Human Rights and Accessibility Legislation. CCG will provide accommodations to job applicants with disabilities throughout the recruitment process. If you require an accommodation, please notify us and we will work with you to meet your needs.