Customer Care Representative at Primerica - Toronto, ON

North York, Ontario, Canada -

Full Time

Start Date

Immediate

Expiry Date

15 Apr, 26

Salary

0.0

Posted On

15 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Communication, Interpersonal Skills, Problem Solving, Attention To Detail, Financial Products, CRM Systems, Microsoft Office, Empathy, Organizational Skills, Time Management, Confidentiality, Professionalism, Willingness To Learn, Customer Service

Industry

Financial Services

Description

Key Responsibilities: New Client Acquisition: Proactively identify and engage potential clients through referrals, networking, and outreach, presenting Primerica’s services to bring in new business. Customer Support: Respond to customer inquiries via phone, email, and in-person, providing assistance with financial products, account management, and service requests. Account Management: Assist clients with managing their financial accounts, including account updates, product applications, and status inquiries. Problem Solving: Address customer concerns promptly, investigating and resolving issues such as payment discrepancies, transaction errors, and account changes Key Responsibilities: New Client Acquisition: Proactively identify and engage potential clients through referrals, networking, and outreach, presenting Primerica’s services to bring in new business. Customer Support: Respond to customer inquiries via phone, email, and in-person, providing assistance with financial products, account management, and service requests. Account Management: Assist clients with managing their financial accounts, including account updates, product applications, and status inquiries. Qualifications: Education: High school diploma or equivalent required; Bachelor’s degree in finance, business, or a related field preferred. Experience: Prior customer service experience in financial services, insurance, or banking is an asset Must be able to work in Canada, with Valid SIN, and if not citizen or permanent resident MUST HAVE valid permit Skills: Strong communication and interpersonal skills. Ability to work independently and as part of a team. Problem-solving skills with a high level of attention to detail. Familiarity with financial products and services is a plus. Proficiency in CRM systems and Microsoft Office applications. Attributes: Empathy and a customer-first mindset. Strong organizational and time-management skills. Ability to handle sensitive financial information with confidentiality and professionalism. An attitude of willing to learn and grow Why Work with Us? Opportunities for professional growth and career advancement. Supportive and collaborative work environment. Ongoing training and development in financial services and customer relations. Compensation: Compensation will be discussed during a face-to-face meeting, based on an assessment of your qualifications and experience.

Responsibilities

The Customer Care Representative is responsible for acquiring new clients, providing customer support, and assisting with account management. They will also address customer concerns and resolve issues related to financial products and services.