Customer Service Representative / Data Entry – PFSL Investments Canada Ltd – Toronto, ON

Company: PFSL Investments Canada Ltd

Location: Toronto, ON

Expected salary:

Job date: Wed, 01 Jan 2025 02:37:17 GMT

Job description: The Customer Service Representative (CSR) role at Primerica Financial Services Canada is focused on providing excellent service to clients and supporting internal teams with various administrative and customer-facing tasks. While specific responsibilities can vary depending on the department or region, here is an overview of the typical job description for a Customer Service Representative:Key Responsibilities:Client Support and Assistance:

  • Respond to Client Inquiries: Address client questions and concerns related to insurance policies, financial products, claims, payments, account status, and other inquiries.
  • Provide Information on Products: Educate clients about Primerica’s products and services, including life insurance, investments, and financial planning services.
  • Resolve Issues: Troubleshoot and resolve customer issues in a timely and professional manner, ensuring customer satisfaction.

Policy and Account Management:

  • Assist with Policy Changes: Help clients with policy updates, such as beneficiary changes, address updates, or other personal information changes.
  • Process Applications and Claims: Assist with the application process for insurance policies or financial products and handle claims processing in accordance with company guidelines.
  • Billing and Payments Support: Help clients with billing inquiries, payment processing, and understanding their payment schedules or overdue notices.

Documentation and Record-Keeping:

  • Maintain Accurate Records: Ensure that customer interactions, inquiries, and transactions are accurately recorded in the CRM or customer database.
  • Handle Correspondence: Manage and respond to written communication, including emails, letters, and online chat requests.
  • Compliance with Company Policies: Ensure all client communications and transactions comply with company policies, procedures, and regulatory requirements.

Collaboration with Other Teams:

  • Work with Financial Advisors: Assist financial advisors by preparing client documentation, scheduling appointments, and ensuring that clients’ needs are met.
  • Coordinate with Claims and Underwriting Departments: Assist with the communication process between customers and the underwriting or claims departments to ensure a smooth process for clients.
  • Support Sales and Marketing Teams: Help in the preparation of client-related materials or support marketing initiatives for promoting Primerica’s products.

Customer Education:

  • Product Education: Provide customers with clear explanations of Primerica’s financial products, such as life insurance policies, investments, mutual funds, and other offerings.
  • Help Clients Understand Statements: Walk clients through policy details, annual statements, and any financial documents to ensure they fully understand their coverage, benefits, or investment details.

Follow-Up and Relationship Management:

  • Proactive Follow-Up: Make outbound calls or send follow-up emails to clients to ensure their questions are answered and needs are met.
  • Maintain Client Satisfaction: Work to build and maintain long-term client relationships by consistently providing high-quality service and assistance.

General Administrative Support:

  • Data Entry and File Management: Perform routine administrative tasks such as data entry, file maintenance, and document management.
  • Scheduling Appointments: Coordinate and schedule meetings between clients and financial advisors, ensuring the effective use of advisors’ time and resources.

Key Requirements and Qualifications:Education:

  • High School Diploma or Equivalent: A minimum educational requirement, although post-secondary education in business, finance, or a related field may be an asset.
  • Completion of Relevant Training: Primerica often provides in-house training to familiarize CSRs with their products, services, and procedures.

Skills:

  • Strong Communication Skills: Excellent verbal and written communication skills are essential for interacting with clients and internal teams.
  • Problem-Solving Abilities: Ability to identify issues, think critically, and provide effective solutions to clients.
  • Attention to Detail: High attention to detail in managing client information, processing transactions, and ensuring accuracy in communication.
  • Customer-Focused: Ability to remain professional, empathetic, and service-oriented in dealing with clients’ needs and concerns.
  • Time Management: Ability to handle multiple tasks simultaneously and meet deadlines in a fast-paced environment.

Experience:

  • Customer Service Experience: Prior experience in a customer service role, preferably in a financial services, insurance, or related industry.
  • Experience with Financial Products (Preferred): While not always required, a basic understanding of financial products such as life insurance, investments, or banking services is helpful.

Technical Skills:

  • Proficiency in Office Software: Familiarity with Microsoft Office Suite (Word, Excel, Outlook) and other common office tools.
  • Comfort with Digital Communication Tools: Ability to work with various digital communication methods, such as email, chat, and phone systems.

Personal Attributes:

  • Adaptability: Ability to thrive in a fast-paced and evolving environment.
  • Team Player: Collaborating effectively with other team members and departments within Primerica.
  • Dependable and Reliable: Strong commitment to punctuality and consistency in fulfilling job responsibilities.

Career Growth:

  • Internal Advancement Opportunities: Successful Customer Service Representatives may have opportunities to transition into other roles within the company, such as sales support, financial advisor roles, or management positions.
  • Professional Development: Primerica offers various professional development programs that may assist CSRs in advancing their careers and expanding their knowledge of financial services.

It is urgent hiring. The process may be faster if you are qualified.Powered by JazzHR

The Customer Service Representative role at Primerica Financial Services Canada involves providing excellent service to clients and supporting internal teams with administrative tasks. Responsibilities include responding to client inquiries, assisting with policy changes, maintaining accurate records, collaborating with other teams, educating clients on products, and providing general administrative support. Key requirements include strong communication skills, problem-solving abilities, attention to detail, and customer focus. Previous customer service experience and technical skills are preferred. Successful CSRs may have opportunities for internal advancement within the company. Hiring for this position is urgent.

PFSL Investments Canada Ltd – FINANCIAL REP – North York, ON

Company: PFSL Investments Canada Ltd

Location: North York, ON

Expected salary:

Job date: Tue, 17 Dec 2024 04:08:18 GMT

Job description: A Financial Representative at Primerica is responsible for helping clients build and manage their financial futures. The role typically involves a combination of financial advising, sales, and relationship management. Here’s an overview of the job description for a Financial Representative at Primerica:Key Responsibilities:Financial Education and Advising:

  • Provide financial education to individuals and families on various topics such as budgeting, saving, investing, insurance, and retirement planning.
  • Conduct financial assessments to understand the client’s current situation and future goals.
  • Recommend customized financial solutions that align with clients’ needs, goals, and risk tolerance.

Product Sales and Recommendations:

  • Offer and sell a wide range of financial products, including life insurance, investment products, mutual funds, and retirement plans.
  • Help clients understand the benefits of these products and how they fit into their overall financial strategy.

Relationship Building:

  • Develop long-term relationships with clients by providing ongoing financial reviews and adjustments as their needs change.
  • Maintain regular communication with clients to ensure they stay on track to meet their financial goals.

Compliance and Ethical Standards:

  • Adhere to industry regulations and Primerica’s internal policies.
  • Complete necessary certifications and licenses, such as the Series 6, 63, and state life insurance licenses, to sell financial products.
  • Stay current with financial regulations, product updates, and market trends.

Team Collaboration:

  • Work with other financial professionals and advisors within Primerica to share knowledge, exchange leads, and collaborate on client solutions.
  • Participate in training programs and continue developing product knowledge and sales skills.

Skills and Qualifications:

  • Licensing and Certifications: Must obtain necessary licenses to sell financial products (e.g., life insurance license, securities, etc.). Primerica provides support in obtaining these licenses.
  • Sales Skills: Ability to prospect, build relationships, and close sales.
  • Communication Skills: Strong verbal and written communication skills to explain complex financial concepts in an understandable way.
  • Financial Knowledge: A good understanding of financial products, market trends, and basic financial planning.
  • Self-motivated and Entrepreneurial: Ability to work independently and manage your own schedule.
  • Ethics and Integrity: A strong commitment to helping clients and acting in their best interest.

Career Advancement:

  • Primerica offers a career path where financial representatives can progress into leadership roles, such as team leaders, regional leaders, or even higher management positions within the company.

Work Environment:

  • This role often requires a combination of remote work, client meetings (in person or virtual), and office activities. Financial Representatives typically have flexible hours but must be proactive in client interactions and business development.

Training and Support:

  • Primerica provides comprehensive training programs, including online resources, seminars, and one-on-one mentoring.
  • Financial representatives receive ongoing support from experienced leaders and a network of other agents to help them succeed in the business.

Ideal Candidate Profile:

  • Strong interest in financial services and helping people achieve financial security.
  • Ability to work independently and manage a flexible schedule.
  • Driven, entrepreneurial mindset with a passion for sales and client service.
  • Previous experience in sales, customer service, or financial services is a plus but not required.

About Primerica:Primerica is a financial services company focused on helping middle-income families achieve financial independence. They provide a range of products designed to help individuals manage their finances and plan for the future, including life insurance, mutual funds, retirement products, and more. Primerica operates through a network of independent representatives who have the opportunity to build their own businesses while helping clients secure their financial futures.This role provides an excellent opportunity for individuals looking to build a career in the financial services industry, with substantial support and potential for growth. People work on a commission-based compensation structure.Powered by JazzHR

PFSL Investments Canada Ltd – Customer Service Representative – North York, ON

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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PFSL Investments Canada Ltd – Customer Success Manager – Toronto, ON

Company: PFSL Investments Canada Ltd

Location: Toronto, ON

Expected salary:

Job date: Thu, 05 Dec 2024 03:58:34 GMT

Job description: At PFSL Investments Canada, we are committed to providing our clients with comprehensive investment solutions that help them achieve financial security and peace of mind. We prioritize client satisfaction and long-term relationships, and we are looking for a proactive and dedicated Customer Success Manager (CSM) to join our growing team.If you are passionate about customer success, building strong relationships, and ensuring clients realize the full potential of our services, we’d love to hear from you.Position Overview:As a Customer Success Manager, you will be responsible for ensuring our clients achieve their financial goals and are satisfied with our offerings. You will manage post-sale relationships, facilitate a smooth onboarding process, and proactively support clients in achieving long-term success.Key Responsibilities:

  • Client Onboarding & Training: Lead new client onboarding, ensuring they fully understand how to utilize our services to meet their financial goals.
  • Relationship Management: Develop and maintain strong relationships with key client stakeholders, serving as their go-to resource for all service-related inquiries.
  • Proactive Engagement: Regularly check in with clients to monitor satisfaction levels, resolve concerns, and provide strategic guidance to ensure they are maximizing the value of our services.
  • Problem Resolution: Address complex customer issues quickly and professionally, collaborating with internal teams to find effective solutions.
  • Product Adoption & Optimization: Help clients optimize their use of PFSL’s investment services by offering best practices and ensuring the best fit for their needs.
  • Customer Advocacy: Represent the voice of the customer within PFSL, advocating for their needs and providing feedback to inform product and service improvements.
  • Reporting & Metrics: Track and report on key customer success metrics such as client satisfaction, retention, and product usage to drive continuous improvement.

Qualifications:

  • Bachelor’s degree in Business, Finance, Communications, or a related field.
  • 3+ years of experience in customer success, account management, or client services.
  • Excellent verbal and written communication skills, with the ability to build trust and influence at all levels.
  • Strong analytical skills with the ability to interpret data and provide actionable insights.
  • Proficiency with CRM tools and client management software.
  • Strong problem-solving abilities and a proactive approach to customer needs.
  • Ability to work both independently and collaboratively in a fast-paced environment.
  • Experience in investment services or financial products is a plus.
  • Must already be legally authorized to work in Canada.

Why Join Us:

  • Impact: Contribute to helping clients achieve their financial goals with a company that is dedicated to delivering excellence.
  • Growth: Access continuous professional development and opportunities for career advancement.
  • Collaborative Culture: Work in a supportive environment where your ideas are valued, and you’re encouraged to contribute.
  • Work-Life Balance: We offer flexibility with remote and hybrid work options.

PFSL Investments Canada is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.To apply please submit your resume and cover letter for consideration. In your cover letter, share why you’re passionate about customer success and how your experience aligns with the responsibilities of this role.Powered by JazzHR