Bilingual Customer Service Representative (BankingInsurance)

Montreal - Canada

Monthly Salary: $ 21 - 21

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Bilingual Customer Service Representative (Banking/Insurance)

Exciting opportunity for a bilingual customer service professional in the insurance industry. This hybrid Montreal-based role offers hands-on exposure to Canadian Group Retirement services a dynamic client-facing environment and cross-functional collaboration. Strong communication and Excel skills essential.

What is in it for you:

Hourly salary of $21.

12-month contract with the potential for permanent employment.

Full-time position: 37.50 hours per week.

Weekday schedule from 8 am to 4 pm.

Hybrid work: 3 office days from Tuesday to Thursday.

Opportunity to work in a dynamic and professional environment.

Join a passionate and inclusive team of professionals.

Responsibilities:

Provide high-quality service by effectively responding to client inquiries via email including internal partners plan sponsors and plan members.

Investigate and assist in resolving operational errors within Plan Sponsor Services.

Coordinate with cross-functional teams to develop client solutions and ensure smooth service delivery.

Support both internal and external clients by sharing relevant expertise and insights.

Contribute to the development of effective long-term solutions that enhance service quality.

Maintain proactive communication with clients to prevent issues and keep all stakeholders informed.

Acknowledge internal and external client emails received by 2 PM EST on the same day.

Identify recurring issues recommend process improvements and collaborate with clients on best practices.

Act as the primary intake for reconciliation requests supporting internal stakeholders and managing client expectations.

What you will need to succeed:

High school diploma required.

Bilingual fluency in English and French to support clients in both languages.

Proficient understanding of Microsoft 365 applications including Excel SharePoint PowerPoint and Word.

Strong math skills with the ability to reconcile financial reports and interpret financial data.

1 year of customer service experience with proven relationship management skills.

Familiarity with relevant privacy legislation and guidelines.

Strong ability to align work to customer objectives and manage shifting priorities.

Demonstrated adaptability sound judgment and effective risk assessment skills.

Strong interpersonal and collaboration skills.

Experience with Group Retirement products workflows or procedures considered an asset.

Why Recruit Action

Recruit Action (agency permit: AP-2000003) provides recruitment services through quality support and a personalized approach to job seekers and businesses. Only candidates who match hiring criteria will be contacted.

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Bilingual Customer Service Representative (Banking/Insurance)Exciting opportunity for a bilingual customer service professional in the insurance industry. This hybrid Montreal-based role offers hands-on exposure to Canadian Group Retirement services a dynamic client-facing environment and cross-func...