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Service Support Representative

Imperial PFS
Vancouver, WA Full Time
POSTED ON 10/16/2024 CLOSED ON 2/3/2025

What are the responsibilities and job description for the Service Support Representative position at Imperial PFS?

 Service Support  Representative

You’re legendary. We’re hiring. Let’s talk!
Apply today for an opportunity to join one of North America’s top insurance premium financing companies. Since 1977, our company has grown to more than 500 Associates and 30 locations across the United States, Puerto Rico, and Canada.
Every day, we work to deliver on our Corporate Mission Statement: “To be the market leader by delivering innovative financial and technology solutions to help our Customers, partners, and investors achieve their goals.”
How do we do that? By empowering and encouraging our Associates to provide products and legendary Customer service unparalleled in our industry.


For Our Associates

  • Getting started: We offer a comprehensive paid training program that will make you feel prepared and excited about your role.
  • Staying healthy: Our Employee Assistance Program (for when you need confidential support) helps you keep an eye on short and long-term goals and any bumps that pop up along the way. We are also proud to offer subsidies to support your health and fitness goals by providing gym membership subsidies.
  • Registered Retirement Savings Plan: (RRSP) with matching employer contributions.
  • Company culture: Our Associates are the foundation of our company and we want you to enjoy working here! With company lunches, corporate outings, and even the occasional ice cream truck, you never know what will pop up to make your day.
  • Peace of mind: Our insurance benefits include medical, prescription, dental, vision, group term life, AD&D, private duty nursing, paramedical services, and much more!

JOB SUMMARY:
The individual performing in this role will be responsible for providing Legendary service to agents and insured Customers in a timely and accurate manner. The Service Support Representative will process incoming correspondence regarding policy maintenance, acknowledgements, return mail and other Customer service requests on paper and electronically. Written and verbal fluency in Quebecois French and English is required.

The annual compensation range for this position is $45,000 - $50,000 CAD


KEY RESPONSIBILITIES:

  • Provide Legendary Service to all Customer inquiries (external and internal) by responding promptly and thoroughly to all requests.
  • Respond to telephone inquiries from insurance brokers, insurance carriers and insured Customers regarding premium finance accounts. Properly document call conversation on each specific account.
  • Assist brokers with understanding and utilizing our financial products and services.
  • Communicate internally with Sales, Collections, Service, and finance as appropriate.
  • Make outbound calls and/or generate letters to obtain additional account information.
  • Forward requests to management to prevent imminent cancellation of policies by analyzing insured payment history and agency production.
  • Request generation of manual notices in the absence of system-generated notices.
  • Appropriately route requests for research and resolution of account transaction issues.
  • Process return mail.
  • Develop and maintain knowledge of tools used by our Customers, including our website, and available payment options. Effectively communicate the applicable features and benefits and provide training on their usage.
  • Be knowledgeable of SNAP Premium’s Best Practices and review procedural changes to ensure compliance with the organizations policies and procedures.
  • Other duties as assigned.

REQUIRED SKILLS:

  • 2 years Customer service experience, preferably in a call centre environment
  • A minimum of 1 year working in the financial or banking industry
  • Computer proficient in a Windows-based environment
  • Strong speaking and written communication skills
  • Bilingual (FRENCH and English)
  • Strong business office knowledge and skills
  • Knowledge of the Insurance industry is preferred
  • Very strong communication and business skills
  • Proven problem-solving expertise
  • Excellent organization and multi-tasking abilities
  • Computer literate
  • Ability to quickly learn new systems and procedures
  • Exceptional customer service and contact management skills
  • Positive attitude, highly motivated, ability to work independently in a team environment
  • Written and verbal fluency in Quebecois French and English

EDUCATION QUALIFICATIONS:
A completed bachelor’s degree from an accredited university or a combination of post-secondary education and work experience


Vous êtes légendaire. Nous embauchons. Parlons-en!
Postulez dès aujourd'hui, pour avoir la possibilité de vous joindre à l'une des plus importantes sociétés de financement de primes d'assurance en Amérique du Nord. Depuis 1977, notre société s'est développée et compte aujourd'hui plus de 500 représentants répartis sur 30 sites aux États-Unis, à Porto Rico et au Canada.
Chaque jour, nous nous efforçons de respecter la mission de notre société : « Ê tre chef de file du march é , en proposant des solutions financi è res et technologiques novatrices pour aider nos clients, nos partenaires et nos investisseurs à atteindre leurs objectifs. »
Comment y parvenons-nous? En responsabilisant et en encourageant nos représentants à fournir des produits et un service à la clientèle légendaire, sans pareil dans notre secteur.


RÉSUMÉ DU POSTE :
La personne titulaire du poste est chargée de fournir un service légendaire aux agents et aux clients assurés, avec précision et en temps opportun. Le représentant du service à la clientèle et aux courtiers traitera la correspondance entrante sur la mise à jour des polices, les accusés de réception, le retour du courrier et d'autres demandes de service à la clientèle sur papier et par voie électronique. La maîtrise de l'écrit et de l'oral en français québécois et en anglais est requise.


PRINCIPALES RESPONSABILITÉS :

  • Fournir un service légendaire aux clients (externes et internes) en répondant rapidement et complètement à toutes les demandes.
  • Répondre aux demandes de renseignements téléphoniques des courtiers d'assurance, des compagnies d'assurance et des clients assurés concernant les comptes de financement des primes. Documenter correctement la conversation téléphonique sur chaque compte spécifique.
  • Aider les courtiers à comprendre et à utiliser nos produits et services financiers.
  • Communiquer à l’interne avec les services des ventes, du recouvrement, à la clientèle et des finances, s’il y a lieu.
  • Faire des appels sortants et/ou rédiger des lettres pour obtenir des informations supplémentaires sur les comptes.
  • Transmettre les demandes à la direction pour prévenir l'annulation imminente des polices en analysant l'historique des paiements des assurés et la production des agences.
  • Demander la génération d'avis manuels en l'absence d'avis générés par le système.
  • Acheminer de manière appropriée les demandes de recherche et de résolution des problèmes liés aux transactions des comptes.
  • Traiter le retour du courrier.
  • Acquérir et maintenir des connaissances sur les outils utilisés par nos clients, y compris notre site Web, et les options de paiement disponibles. Communiquer efficacement les caractéristiques et avantages applicables et fournir une formation sur leur utilisation.
  • Connaître les primes et les pratiques exemplaires d'IPFS Canada et examiner les changements de procédure pour assurer la conformité aux politiques et procédures de l'organisation.
  • Autres tâches, selon les besoins.

COMPÉTENCES REQUISES :

  • Deux ans d'expérience en service à la clientèle, de préférence dans un environnement de centre d'appels.
  • Au moins un an d'expérience dans le secteur financier ou bancaire.
  • Très bonnes connaissances de l'informatique dans un environnement Windows.
  • Très bonnes compétences en communication orale et écrite.
  • Bilinguisme (FRANÇAIS et anglais).
  • Très bonnes connaissances et compétences en fonctionnement de bureau.
  • Une connaissance du secteur de l'assurance est préférable.
  • Très bonnes compétences en communication et en affaires.
  • Expertise avérée en résolution de problèmes.
  • Excellentes capacités d'organisation et de gestion multitâches.
  • Bonnes connaissances en informatique.
  • Capacité d'apprendre rapidement de nouveaux systèmes et de nouvelles procédures.
  • Compétences exceptionnelles en service à la clientèle et en gestion des contacts.
  • Attitude positive, forte motivation, capacité à travailler de façon autonome dans un environnement d'équipe.
  • Maîtrise de l'anglais et du français québécois à l'oral et à l'écrit.

QUALIFICATIONS EN MATIÈRE DE SCOLARITÉ :
Diplôme de baccalauréat d'une université reconnue ou combinaison d'études postsecondaires et d'expérience professionnelle.

Salary : $45,000 - $50,000

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