Life Insurance Client Services — Accelerated Manager Track

AO Globe Life- Wendy Martin; Ottawa; On-site; CAD 40,000 - 50,000; Full time

Job summary

A life insurance company in Ottawa is seeking a Client Services Representative. This role involves responding to client inquiries and managing accounts to ensure exceptional service. Ideal candidates are proactive, possess strong communication skills, and have a penchant for customer service. Opportunities for professional growth into leadership positions will be available. Join us to make a difference in clients' lives through quality life insurance services.

Qualifications

• Previous experience in customer service or client relations is an asset.
• Willingness to pursue LLQP certification if not already obtained.
• Proficient in computer use, including MS Office applications.

Responsibilities

• Respond to client inquiries regarding life insurance products and services.
• Manage client accounts and provide continuous support.
• Help clients understand their life insurance policies.
• Identify upselling or cross-selling opportunities.
• Maintain accurate client information in the database.
• Work with management to improve service.
• Participate in training programs for leadership skills.

Skills

Strong communication and interpersonal skills

Excellent problem-solving abilities

Customer-first mindset

Ability to work independently and collaboratively

Proficient in computer use

Education

High school diploma or equivalent

Post-secondary education preferred

Tools

MS Office applications

Job description

A life insurance company in Ottawa is seeking a Client Services Representative. This role involves responding to client inquiries and managing accounts to ensure exceptional service. Ideal candidates are proactive, possess strong communication skills, and have a penchant for customer service. Opportunities for professional growth into leadership positions will be available. Join us to make a difference in clients' lives through quality life insurance services.