About this role
Role Overview
- Manages a full block of clients
- Deliver professional and trusted service to clients and brokers
- Build solid relationships both internally and externally
- Provide high-quality service to a block of clients
- Meet service quality and productivity standards
- Resolve or negotiate solutions to client issues
- Document and track client discussions or complaints
- Proactively educate clients on new product features
- Provide accurate client administration by processing financial transactions
- Monitor, control and minimize outstanding suspense account items
- Contribute to the improvement of work systems
Requirements
- 2–3 years of experience in business‑to‑business (B2B) client servicing or support
- Experience as a Customer Service Representative, with a strong focus on relationship management
- Proficient in Excel, Microsoft Word, PowerPoint and Access Databases
- Education: Undergraduates (minimum 2 years completed) or bachelor's degree
Benefits
- Health insurance
- Flexible work arrangements
- Professional development opportunities