Client Care Agent - Vulcan/ Claresholm(12 months Term-certain)

November 21 2024
Industries Agriculture, Forestry, Fishing, Hunting
Categories Bank, Insurance, Financial services,
Remote
United States, US • Full time

As the Client Care Agent, you are a self-starter and a great communicator. You bring a passion for outstanding client service, and knowledge of Alberta and the Agriculture industry. You are the first impression and a key contributor for the delivery team to meet their goals.


What will your growth opportunities look like in this role?

  • Learn and become knowledgeable in the insurance, lending, and risk management aspects of the business
  • Meet and interact with our producers and other clients
  • In-house learning and development

What will you be responsible for?

  • Manage client relationships by welcoming clients, handling client requests/inquiries and educating clients on AFSC products and services through multiple communication channels (in person, over the phone, electronically and online).
  • Ensure a positive experience through courteous interactions.
  • Manage client relationships by carrying out procedural tasks and referring clients to the appropriate team member as required.
  • Provide quality service to clients while identifying opportunities to secure new business or support retention.
  • Execute a range of client service activities, including handling client information and answering enquiries in a fast-paced multifaceted environment.
  • Collect, analyze, and synthesize information to provide a resolution as quickly as possible to the client enquiries (online problem solving, trouble shooting and real time support in person, over the phone or online through chats and email.
  • Conduct data entry into AFSC systems, and review and verify the information to ensure accuracy and accessibility.
  • Prepare documents using a multitude of computer applications and responsible for gathering and summarizing data for reports.
  • Perform outbound calls to clients and potential clients, as required, to assist producers with their AFSC programs.
  • Utilize various online platforms to engage departments and assist with client enquiries.
  • Provide assistance to the Client Care team virtually or in person as required.
  • Develop personal capabilities using existing formal and informal training opportunities, while also coaching others as required.

What are we looking for from you?

  • Consistently goes above and beyond to understand customer requirements and surpass their expectations
  • Takes steps to ensure work is done properly, communicates status, and addresses any errors
  • Plans and prioritizes work to meet commitments aligned with organizational goals
  • Relates openly and comfortably with diverse groups of people
  • Shows consistent effort to complete even unpleasant or routine tasks in a timely manner; maintains work focus despite obstacles or setbacks
  • Learns and adopts new technologies

What else is in it for you?

Health, dental, and vision benefits on your first day of employment

• Health Spending Account

• Corporate functions

• Winter Holiday closure

• PSPP contributions

• Generous vacation and special leave days

• Health and wellness initiatives

Qualifications

High School Diploma and 3 years of experience OR

College Diploma and 1 year of related experience

Apply now!

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