Client Specialist
Client Specialist
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Job Description
The Client Specialist will :
Support the Achievement of Customer Success Outcome
Process all transactions related to full cycle of group benefit administration
Anticipate recommend solutions and make decisions based on the needs of the client
Accountable for prompt response (24-48 hours)
Responsible for complete and accurate documentation of plan member changes
Strive for continuous improvement of all processes
Adapt and support changing needs of Customer Success team
Support and promote use of BBDs technologies for all clients
Research investigate and provide client focused solutions
Build and Sustain Relationships
Accountable for the advisor and/or Plan administrator relationships
Understanding of the client cycle
Work cohesively and collaboratively with the team and all BBD Departments
Adapt to changing needs of clients both internal and external
Have a Passion for Customer Service
Provide a friendly and professional approach in all forms of communication
Manage confidential information
Manage conflicts in an efficient and professional manner
Demonstrate BBDs Values by consistently meeting or exceeding client expectations
Strive to meet or exceed Customer Success business goals
To be successful as a Client Specialist you will need:
One- to two-years of related work experience (industry/professional office setting)
Diploma in business or prior education including post-secondary math courses an asset
Knowledge of current insurance marketplace an asset
Exceptional communication skills both written and verbal
Ability to work independently and in group setting and handle multiple tasks andresponsibilities
Computer proficiency in MS Office: Word Excel and databases
Positive attitude strong team player and customer focused
Whats in it for you
Learn by working alongside our experts
Extended health care and dental benefits
A retirement savings plan with company contributions
A suite of Health & Wellness offerings
Mental Health programs and support for you and your family
Flexible vacation and Personal Time Off
Assistance for the completion of industry recognized designations
Benefits by Design (BBD) is a division of People Corporation and we help working Canadians promote and protect their health wealth and happiness by delivering benefits by design. We work with small to medium-sized employers across Canada administering their group employee benefit programs. Our New Business department is looking for people with the same passion that we have for helping working Canadians. At BBD our strength comes from combining the diversity and dedication of our employees helping each other grow and providing the best customer service.
Providing an inclusive accessible environment where all employees and clients feel valued respected and supported is something were committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live and to creating an environment where every employeehas the opportunity toreach their potential. If you require an accommodation or an alternative format of any posting please reach out to .
The base salary range for this position is $50.000 $60000 per annum. Details of the total compensation package will be shared during the interview process.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
