Bilingual Client Service Specialist
Wintrust Financial Corporation
About the Company
At FIRST Insurance Funding of Canada (FIRST Canada), we are proud to promote a workplace that fosters growth and innovation. We employ a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment. Our open concept and creative culture fosters team work and presents opportunities for growth within the organization. FIRST Canada is an affiliate of Wintrust, a financial services company with more than $66 billion in assets. We are a multi-year Globe and Mail / Morneau Shapell Employee Recommended workplace with an award-winning culture. We offer a flexible, hybrid-work model and our FIRST Flex program offers opportunity to work internationally.
We have a comprehensive benefit package including:
- Health Benefits: including medical, dental, vision, life, and health spending account
- Financial Benefits: an RRSP plan with a generous company match and competitive compensation including discretionary or incentive bonuses
- Education Benefits: education reimbursement and on-demand learning courses
We support work / life balance and promote growth-from-within opportunities.
Why join this team? We have a culture that encourages an entrepreneurial spirit.
We offer multiple opportunities for development and upward mobility.
Position Summary
The primary role of the Bilingual Client Service Specialist is to be the first point of contact for brokers and clients' enquiries via phone and emails. Reporting to Bilingual Client Service Manager, this role will interact with customers to provide information about products and services and will maintain solid customer relationships by resolving customer issues and concerns with speed and professionalism. The role requires excellent communication skills, strong attention to details and an ability to go the extra mile to ensure customer satisfaction.
Essential Duties and Responsibilities
- Provide extraordinary level of customer service to brokers and clients.
- Promptly respond to customer queries via email and phone in a polite, helpful and professional manner at all times.
- Follow through on all actions within the agreed timelines with the client providing same day service and managing the client's expectations of next steps.
- Immediately escape serious complaints or issues that you are not equipped to deal with.
- Liaise with colleagues or leaders to find the best solutions to customer's issues.
- Identify common problems and escalation them to management, with possible suggestions for improvement, wherever possible.
- Obtain and share customer feedback with colleagues and other departments so that products and services can be improved.
- Familiarize yourself with new products and services as they are introduced.
- Ensure all information is 100% accurate the first time and all client interactions are well documented.
- Provide brokers with FirstInsite web support (navigation, password changes, etc.).
- Perform other related duties as required.
Knowledge / Skills / Abilities Required
- Highly articulate with excellent verbal and written communication skills - French/English
- Client service/Call Centre experience
- Must have strong organizational and prioritization skills
- Be self-motivated and proactive
- Possess an energetic and enthusiastic approach to your work and a desire to go the extra mile in client service
- Be a strong team player, able to build relationships with team members and internal and external clients
- Display strong attention to detail and have good abstract reasoning skills
- Demonstrate a flexible attitude towards change and the ability to adapt to new situations
- Strong knowledge of Outlook, Excel and MS Word
Qualifications
- College or University Degree.
- 3-5 years of customer service experience ideally within the Insurance/Financial Services industry.
- Must be fluent in both French and English written/verbal communication.
Compensation
The estimated hourly rate for this role is $25.64-$33.33, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate’s qualifications, skills and experience.
AI Disclosure
No AI technology is used in the recruitment process.
Vacancy Status
This position is an existing vacancy that is actively being filled.
Immigration Assistance / Sponsorship
FIRST Canada does not provide immigration assistance or sponsorship for this position, now or in the future.
Sommaire du poste
La personne titulaire du poste de spécialiste du service à la clientèle bilingue a pour rôle principal d'être le premier point de contact pour les demandes des courtiers et des clients, par téléphone et par courriel. Relevant du ou de la gestionnaire bilingue du service à la clientèle, elle communique avec la clientèle pour lui fournir de l'information sur les produits et les services, et entretient des relations d'affaires solides en résolvant les problèmes et les préoccupations des clients avec rapidité et professionnalisme. Le poste exige d'excellentes aptitudes en communication, un grand souci du détail et la capacité d'aller au-delà des attentes pour assurer la satisfaction de la clientèle.
Fonctions et responsabilités principales
- Offrir un service à la clientèle exceptionnel aux courtiers et aux clients.
- Répondre rapidement aux demandes des clients, par courriel et par téléphone, avec courtoisie, serviabilité et professionnalisme en tout temps.
- Donner suite à toutes les démarches dans les délais convenus avec le client, en offrant un service le jour même et en gérant ses attentes quant aux prochaines étapes.
- Signaler immédiatement les plaintes ou les problèmes graves qui dépassent son champ d'intervention.
- Collaborer avec ses collègues ou ses supérieurs afin de trouver les meilleures solutions aux problèmes des clients.
- Repérer les problèmes récurrents et les porter à l'attention de la direction, accompagnés, dans la mesure du possible, de suggestions d'amélioration.
- Recueillir les commentaires des clients et les communiquer aux collègues et aux autres services afin d'améliorer les produits et les services.
- Se familiariser avec les nouveaux produits et services dès leur lancement.
- Veiller à ce que toute l'information soit exacte à 100 % dès la première fois et à ce que toutes les interactions avec les clients soient bien consignées.
- Offrir aux courtiers du soutien Web pour FirstInsite (navigation, changement de mot de passe, etc.).
- Accomplir toute autre tâche connexe requise.
Connaissances, compétences et aptitudes requises
- Grande facilité d'expression et excellentes aptitudes en communication verbale et écrite, en français et en anglais.
- Expérience en service à la clientèle ou en centre d'appels.
- Solides aptitudes en organisation et en établissement des priorités.
- Autonomie et esprit d'initiative.
- Approche énergique et enthousiaste à l'égard du travail, et volonté d'aller au-delà des attentes en matière de service à la clientèle.
- Excellent esprit d'équipe et capacité d'établir des relations avec les membres de l'équipe ainsi qu'avec la clientèle interne et externe.
- Grand souci du détail et bonnes aptitudes en raisonnement abstrait.
- Attitude souple à l'égard du changement et capacité de s'adapter à de nouvelles situations.
- Bonne connaissance d'Outlook, Excel et de MS Word.
Formation, scolarité et expérience exigées
- Diplôme collégial ou universitaire.
- De trois à cinq ans d'expérience en service à la clientèle, idéalement dans le secteur de l'assurance ou des services financiers.
- Maîtrise du français et de l'anglais, à l'oral comme à l'écrit.
Rémunération
Le taux horaire estimé pour ce poste se situe entre 25,64 $ et 33,33 $, avec la possibilité de percevoir une prime annuelle. La rémunération réelle peut varier en fonction de plusieurs facteurs, tels que les qualifications, les compétences et l'expérience du candidat.
Mention relative à l'IA
Aucune technologie d'IA n'est utilisée dans le processus de recrutement.
Statut du poste
Il s'agit d'un poste vacant pour lequel un recrutement est activement en cours.
Aide à l’immigration/Parrainage
FIRST Canada n’offre aucune aide à l’immigration ni aucun parrainage pour ce poste, ni actuellement ni à l’avenir.
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