Client Support Representative (Canada)

Client Support Representative (Canada)

06 Sep
|
Bill Dooley, The Co-operators
|
Canada

06 Sep

Bill Dooley, The Co-operators

Canada

Full time employment opportunity (Monday to Friday, 9am to 5pm) with base salary, plus bonus, plus paid medical and dental benefits.

A great role with room to grow and develop knowledge and skill.

Summary:

The Client Support role provides clerical and administrative support to the agency including greeting clients, accepting payments, answering and placing phone calls. Use existing systems to complete daily work activities as required and provide support to agency staff within the office environment.

Roles and responsibilities:

- Greet clients and direct them to the appropriate agency staff
- Act as primary telephone contact by receiving, redirecting callers and managing voicemail
- Obtain, verify and record client information as required
- Monitor incoming email and daily work lists and distribute appropriately
- Complete outbound calls to obtain insurance expiry dates, schedule annual reviews, set and confirm appointments.
- Schedule all appointments on the appropriate calendar.
- Document client profile notes.
- Proactively contact clients for numerous follow-up activities
- Accept, process and deposit all payments




- Provide a full range of administrative support services including filing, faxing, photocopying, incoming/outgoing mail, courier service, order/purchase supplies and other support as required.

Working Conditions:

- Regular office workplace

Qualifications and Skills:

- Administrative Assistant program or administrative experience is an asset
- Customer service experience or related business experience is preferred
- Skilled in communication (verbal and written), strong interpersonal skills, organizational and time management skills
- Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft Office
- The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment.

Job Types: Full-time, Permanent

Benefits:

- Dental care
- Extended health care
- Vision care

Flexible language requirement:

- French not required

Work Location: In person

📌 Client Support Representative (Canada)
🏢 Bill Dooley, The Co-operators
📍 Canada

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