Customer Service Representative for Berkshire Hathaway GUARD Insurance serving as the voice of the company. Managing customer inquiries and providing clarity and confidence in every interaction.
About the role
- Customer Service Specialist responsible for Group Retirement Plans administration at Canada Life. Handling inquiries, processing transactions, and fostering relationships with clients and members.
Responsibilities
- Responsible for the administration of Group Retirement Plans including RRSP, RPP, DPSP, TFSA, Investment Only and various non-registered products
- Provide investment/plan recordkeeping and client reporting
- Processing of bulk and single deposits
- Handling of transfers between investment funds for client/member assets
- Processing of cash withdrawals and transfers between registered plans from/to other financial institutions
- Handling plan and member maintenance on GPAS
- Handling various inquiries, telephone calls etc. from multiple audiences
- Daily management of a block of business
- Fostering relationships with plan administrators, brokers, advisors and plan members
- Handling sensitive and complex issues in a timely and accurate manner
Requirements
- Customer service focused with a positive can do attitude
- Strong communication skills - both written and verbal
- Organized and able to work in a dynamic and changing environment
- Self-motivated with an ability to effectively multi-task and be comfortable with tight deadlines; results oriented
- Ability to instill quality in day-to-day activities/processes
- Strong interpersonal skills - team player a must
- Fluency in Microsoft Office tools including Word, Excel and Outlook
- Must be proficient in Excel
- Knowledge of rules and regulations as they relate to GRS products an asset, but not required
- Knowledge of investment/retirement arrangements and/or GRS business processes GRS an asset, but not required
- Bilingual French/English an asset
Benefits
- Inclusive and accessible environment
- Opportunity to excel in your way
- Professional development opportunities
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Customer Service Representative providing information about products and services and processing orders for clients. Engage with customers via phone, fax, or email in a manufacturing environment.
Global Director of Customer Support at WeTravel managing a distributed support team. Fostering customer relationships and technical excellence in service delivery.
Intern in Customer Service supporting contract management and order processing in a global company. Engaging in diverse teams and improving customer service capabilities.
Sachbearbeiter im Customer Service bei Promostore, einem führenden Werbeartikel - Dienstleister in Deutschland. Verantwortlich für Kundenberatung, Auftragseingänge und Kommunikation mit Lieferanten.
As a Customer Support and Success Manager, guide craftsmen through digital processes using Craftnote. Engage with customers and enhance their experience with tailored onboarding and support.
Customer Service Representative handling inquiries from Italian and Spanish shops via phone and email. Resolving customer queries and maintaining shop data for e - commerce.
Customer Service role handling inquiries via phone and email for the Polish E - commerce shop. Involves customer support and web shop management.
Customer Service Agent in Mississauga, Ontario, supporting clients and operations. Involves customer inquiries, internal communications, and improving operational efficiency.
Customer Success Specialist providing support for SimplePractice platform inquiries in Mexico City. Engaging with customers via email, chat, and calls to enhance their experience with our product.