The associate will manage inbound calls and emails to update, report, and provide information regarding life and health insurance policies. They are responsible for resolving client concerns at the first point of contact while maintaining accurate records of policy terms and conditions.
The associate will manage inbound calls and emails to provide insurance policy information and assistance to clients and brokers. They are responsible for accurately analyzing policy terms and conditions while ensuring a positive and professional client experience.
Proactively engage with clients through various communication channels to deliver an outstanding customer service experience. Manage risks by adhering to compliance routines and educate clients on using digital banking capabilities.
Translate medical and insurance documentation from French to English while ensuring clinical accuracy and compliance with terminology standards. Maintain translation quality through audits and contribute to the team glossary to ensure consistency across all claims.
Provide exceptional client support via phone and email to protect clients from fraud and meet their security needs. Manage risks by adhering to compliance routines and collaborating with partners to resolve problems at the first point of contact.
You will act as a primary contact for clients throughout their home buying journey, providing tailored credit advice and mortgage support. Additionally, you will leverage digital tools to deepen client relationships and collaborate with RBC partners to facilitate mortgage applications.
Provide professional credit advice and guidance to clients throughout their home buying journey. Act as the primary contact to connect clients with RBC partners while managing mortgage applications and home equity financing needs.
Grow and deepen client relationships by delivering tailored financial advice and managing a portfolio of commercial clients. Identify opportunities for growth and collaborate with RBC partners to meet clients' business and personal financial needs.
The role involves designing, implementing, and maintaining customer communication solutions using Quadient's software. You will also support development and project teams, advising and educating team members to build a strong and resilient team.
