Job Description

BILINGUAL ENG/FR CLAIMS & CUSTOMER SERVICE REPRESENTATIVE

Description;

Reporting to the Manager of Insurance Advisory Services, this position is responsible for providing high quality, front-line service to new and existing clients. By acting as a first line of contact for prospective clients and working with insurers, adjusters, and clients to keep accounts updated, the Claims & Customer Service Representative will establish and support the foundation for firms long-term trusted relationships based on an understanding and appreciation of the unique protection needs of the medical community. By understanding client needs and making the right referral, this position plays a significant role in implementing solutions to protect dentists' lives, incomes, and their practices throughout the various stages of their lives and careers.

Duties and Responsibilities;

The position will include the following responsibilities:

Working within a team-based approach, act as the primary point of contact for client inquires, handling all inbound and outbound calls and emails from clients while providing excellent service.

Identify opportunities and refer clients to a licensed Insurance Advisor, or other partner, when coverage advice is needed.

Participate in initiatives for new business and retention through lapsed coverage, payment, and account information calls.

Update client accounts with claim information and work with insurers, adjusters, and clients to respond to claims-related inquiries.

Provide assistance and advocacy for clients to resolve insurance issues with the insurer.

Contribute to operational and strategic projects as required.

Work collaboratively with the Administration, Investment, and Marketing and Customer Experience teams.

Provides input to Manager, Insurance Advisory Services, for progress reports and recommendations to be presented to the Executive Team.

Performs other duties as assigned from time to time by the Vice-President, Advisory Services or the Manager, Insurance Advisory Services.

The successful candidate will have the following:

Experience;

1 - 3 years of service experience in the insurance industry

Competencies and Attributes

A passion for making a positive impact on the customer experience

Strong communication and inter-personal skills

Time management skills to meet deadlines

Demonstrated initiative to take ownership of role

Proficiency with Microsoft Office Suite

Job Types: Full-time, Permanent

Pay: $50,000.00-$60,000.00 per year

Benefits:

Company events Dental care Employee assistance program Extended health care Flexible schedule On-site gym On-site parking Paid time off RRSP match Vision care
Ability to commute/relocate:

North York, ON: reliably commute or plan to relocate before starting work (required)
Language:

French (required)
Work Location: Hybrid remote in North York, ON