Customer Service Representative

Toronto - Canada

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

About Primerica:At Primerica Financial Services we are committed to helping families and individuals achieve financial independence. We provide education tools and financial products that empower our clients to build secure futures. We believe in offering personalized service and expert guidance in every step of their financial is a publicly traded on the NYSE under ticker symbol PRI. Position Overview:We are looking for a dynamic and customer-focused Customer Service Representative to join our this role you will serve as the primary point of contact for our clients assisting them with financial products and services addressing inquiries and ensuring an exceptional customer experience. This is an excellent opportunity to grow within the financial services industry contributing to a company dedicated to making a positive impact on the lives of its Responsibilities:New Client Acquisition: Proactively identify and engage potential clients through referrals networking and outreach presenting Primericas services to bring in new Support: Respond to customer inquiries via phone email and in-person providing assistance with financial products account management and service Management: Assist clients with managing their financial accounts including account updates product applications and status Solving: Address customer concerns promptly investigating and resolving issues such as payment discrepancies transaction errors and account Education: Offer guidance to clients on financial products including life insurance investments loans and savings plans while ensuring they understand their Retention: Foster positive relationships with clients ensuring satisfaction and promoting long-term loyalty to Primericas Keeping: Maintain accurate records of customer interactions account updates and service requests in our CRM : Ensure all client interactions adhere to company policies legal requirements and industry :Education: High school/college diploma or equivalent required; Bachelors degree in finance business or a related field : Prior customer service experience in financial services insurance or banking is an assetMust be able to work in Canada with Valid SIN and if not citizen or permanent resident MUST HAVE valid permitSkills:oStrong communication and interpersonal to work independently and as part of a -solving skills with a high level of attention to with financial products and services is a in CRM systems and Microsoft Office :oEmpathy and a customer-first organizational and time-management to handle sensitive financial information with confidentiality and attitude of willing to learn and growWhy Work with UsOpportunities for professional growth and career and collaborative work training and development in financial services and customer : Compensation will be discussed during a face-to-face meeting based on an assessment of your qualifications and Financial Services is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all posting should reflect Primericas focus on helping families and promoting financial independence. Let me know if youd like any revisions or specific details included!