Client Specialists at BBD provide service and support for internal and external clients. They work in a dynamic environment and as a team to process transactions related to full cycle group benefits administration. This Customer Success role provides value to our clients through daily customer service, leveraging technology, communication skills, and responsiveness to maintain a block of BBD’s clients.This is a fixed term position ending on November 30, 2027.Client Specialist WillProcess all transactions related to the full cycle of group benefit administrationAnticipate, recommend solutions and make decisions based on the needs of the clientAccountable for prompt response (24-48 hours)Responsible for complete and accurate documentation of plan member changesStrive for continuous improvement of all processesAdapt and support changing needs of Customer Success teamAccountable for understanding all of BBD’s internal and client facing technologySupport and promote the use of BBD’s technologies for all clientsAnswer phone calls and emails from customers to respond to inquiriesResearch, investigate and provide client focused solutionsBuild and Sustain RelationshipsAccountable for the Plan administrator relationshipAccountable for building and maintaining internal and external relationshipsUnderstanding of the client cycleWork cohesively and collaboratively with the team and all BBD DepartmentsAdapt to changing needs of clients, both internal and externalPassion for Customer ServiceProvide a friendly and professional approach in all forms of communicationManage confidential informationManage conflicts in an efficient and professional mannerDemonstrate BBD’s Values by consistently meeting or exceeding client expectationsStrive to meet or exceed Customer Success business goalsTo be successful as a Client Specialist with Perks by Design (BBD),
you will need:One- to two-years of related work experience (industry/professional office setting) in a sales-related function would be an assetDiploma in business or prior education including post-secondary math courses an assetBasic knowledge of insurance industry, insurance products, business rules and applicable provincial and federal legislation requirementsFundamentals in Group Benefits Certificate, an assetKnowledge of BBD insurance products, an assetKnowledge of current insurance marketplace an assetExceptional communication skills, both written and verbalAbility to work independently and in group setting and handle multiple tasks and responsibilitiesCapable of performing well in a deadline-driven environment with cyclical work and frequent interruptionsStrong decision making and problem-solving skillsComputer proficiency in MS Office: Word, Excel, and databasesPositive attitude, strong team player and customer focusedWhat's In It For YouLearn by working alongside our expertsExtended health care and dental benefitsA retirement savings plan with company contributionsA suite of Health & Wellness offeringsMental Health programs and support for you and your familyAssistance for the completion of industry designationsThe base salary for this position is between $45,000 - 50,000 annually. This represents base salary only and does not represent other variable compensation components of our total compensation (i.E. annual bonus, commission). The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are selected to move forward in our recruitment process, the Talent Acquisition Specialist will be able to provide additional details of the total compensation for this role.#J-18808-Ljbffr
📌 Client Specialist (Term) - $45,000 - $50,000 A Year (Winnipeg)
🏢 BBD
📍 Winnipeg