Company: PFSL Investments Canada Ltd

Location: North York, ON

Expected salary:

Job date: Thu, 05 Dec 2024 23:15:17 GMT

Job description: Job Title: Customer Service RepresentativeLocation: NORTH YORK, ONTARIO, CANADAJob Summary:A Customer Service Representative (CSR) at Primerica is responsible for handling customer inquiries, providing information about Primerica’s products and services, resolving issues, and ensuring that clients have a positive experience with the company. This role involves supporting customers throughout their financial journey, whether it’s related to life insurance, investments, or other financial products offered by Primerica.Key Responsibilities:Client Interaction and Support:

• Respond to customer inquiries via phone, email, or online chat in a professional and timely manner.
• Provide accurate and detailed information about Primerica’s financial products, policies, and services.
• Assist customers with setting up, updating, or canceling policies or accounts, ensuring the correct information is captured.

Issue Resolution:

• Handle customer complaints and concerns, ensuring they are resolved quickly and efficiently.
• Work with customers to troubleshoot issues and provide solutions or escalate to the appropriate department when necessary.
• Follow up with clients to ensure satisfaction and that their issues are fully resolved.

Account Management:

• Assist customers with policy updates, claims, billing inquiries, and general account management tasks.
• Ensure that client information is accurately recorded in the company’s systems.
• Maintain knowledge of all product offerings to help clients with account and policy questions.

Processing Transactions:

• Process changes to policies, including premium adjustments, beneficiary updates, or coverage modifications.
• Assist in processing customer payments and resolving any billing discrepancies.
• Ensure that all paperwork, applications, and documents are handled in compliance with company standards.

Cross-Functional Collaboration:

• Collaborate with the sales and underwriting teams to ensure smooth transitions from policy sales to ongoing service.
• Work with the claims department to assist customers through the claims process.
• Coordinate with other departments to address customer needs effectively.

Customer Education:

• Educate clients about the services and tools Primerica offers to improve their financial situation.
• Provide clear instructions for customers to access online tools, manage their accounts, and stay informed about their policies.
• Share available resources for financial planning and guide clients on how to best use Primerica’s services.

Customer Retention:

• Assist in building long-term relationships with customers by offering consistent and reliable support.
• Identify potential opportunities for upselling or cross-selling relevant financial products, based on customer needs and preferences.
• Help in maintaining high customer satisfaction and loyalty.

Qualifications:

• Education: High school diploma or equivalent (college degree may be preferred).
• Experience: Previous customer service or administrative experience is typically preferred, especially in a financial or insurance setting.
• Skills:

• Excellent communication skills, both verbal and written.
• Strong problem-solving and conflict resolution abilities.
• Ability to remain patient and professional when dealing with difficult situations.
• Organizational skills to manage multiple customer inquiries and requests simultaneously.
• Familiarity with basic computer systems and customer service software (CRM tools) is beneficial.
• Ability to handle confidential information with discretion and care.

Work Environment:

• Flexible work hours: The role may allow for flexible scheduling or remote work, depending on the position and location.
• Team-oriented: Collaboration with colleagues, including team leads and management, is an essential part of this role.

Career Growth and Advancement:

• Primerica offers opportunities for growth into higher-level customer service or management positions for top performers.
• There may also be opportunities for additional training to expand into other areas of financial services or operations.

Compensation:

• Based on the performance and cases.
• P/T $50K, F/T $100K and above.

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