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Customer Service Representative / Data Entry - Jobs in Unionville

Job LocationUnionville
EducationNot Mentioned
SalaryNot Mentioned
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeContract

Job Description

Primerica Financial Services Ltd is looking for a customer service representatives and data analysts to join our team in our North York office. The ideal candidate has a customer-first mindset and aims to deliver high-quality service in every customer interaction as well as good with data processing and analysis.Responsibilities:

  • Manage inbound customer communications - Answer incoming calls and emails to address customer questions, requests and issues.
  • Consult on customer success - Advise customers on how to successfully leverage the product/service based on their unique needs.
  • Maintain working product knowledge - Act as a product expert to ensure information given to customers is accurate, up-to-date and strategic.
  • Track interactions in CRM - Record customers interactions in internal system for cross-functional awareness and relationship development.
  • Collect the data- put into software to run the financial needs analysis and design the financial plan for clients.
Requirements:
  • Great integrity and work ethics.
  • 1-2 years proven experience in supporting client success
  • Excellent written and verbal communication skills
  • Passion for delighting customers with above and beyond service
  • Excellent time-management and prioritization skills
  • Strong leadership
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