Onboarding Specialist ensuring successful software implementation for new customers at OneQrew. Facilitating trainings and workshops while collaborating with sales and support teams.
About the role
- Mortgage Onboarding Specialist at Manulife helping customers navigate mortgage products and ensuring satisfaction. Role focuses on customer relationships and smooth transitions to new accounts.
Responsibilities
- Complete touchpoints with clients (inbound phone calls and outbound scheduled phone appointments)
- Respond to client inquiries via email and phone
- Provide resolutions to a range of customer inquiries around their Manulife One
- Review new Manulife One details with clients
- Utilize current established policies and procedures
- Collaborate with internal teams
- Support productivity expectations set for the role
- Submit client requested transactions
- Develop an understanding of Manulife products and policies
- Support organizational and team initiatives and incentives
Requirements
- 2-4 years previous industry or customer service experience preferred
- Strong customer service skills
- Experience using Microsoft Products (Outlook, Teams and Excel)
- Ability to work independently in a fast-paced environment
- Demonstrate passion for providing customer centric solutions
- Strong knowledge of mortgages
- Bilingual would be considered an asset but not required (English/French)
Benefits
- health, dental, mental health, vision insurance
- short- and long-term disability coverage
- life and AD&D insurance
- adoption/surrogacy benefits
- wellness benefits
- employee/family assistance plans
- retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
- financial education and counseling resources
- generous paid time off program including holidays, vacation, personal, and sick days
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