Insurance Transfer Representative generating leads for Licensed Insurance Agents via inbound calls. Answering eligibility questions and transferring calls while maintaining professionalism.
About the role
- Service Assurance Coordinator enhancing customer experience at EXA by providing data-informed support. Collaborating with teams to proactively address issues and improve service delivery.
Responsibilities
- Own the day-to-day service performance and customer experience for assigned accounts in a fast-paced environment
- Conduct regular outbound engagement with customers to ensure services are aligned with their evolving needs and expectations
- Analyse customer history, service trends, and incident patterns to identify root causes and proactively address recurring issues
- Act on customer feedback—both positive and negative—to drive continuous improvement and increase satisfaction scores
- Maintain meticulous oversight of open tickets, ensuring timely updates and resolution in line with SLAs and customer expectations
- Prepare and present data-driven reports on customer satisfaction, service metrics, and improvement initiatives during regular operational reviews
- Collaborate cross-functionally with internal teams, third-party vendors, and engineering to resolve issues and enhance service delivery
- Use insights and analytics to identify opportunities for service enhancements and process optimisation
Requirements
- Previous experience in customer service, service desk or service coordination
- Strong analytical mindset with the ability to interpret data, identify trends, and make informed decisions
- Excellent verbal and written communication skills with a professional and empathetic approach to customer interactions
- Highly customer-focused with a passion for delivering outstanding service experiences
- Detail-oriented with a commitment to accuracy and quality in all aspects of work
- Proven problem-solving skills and the ability to manage competing priorities effectively
- Collaborative team player who thrives in a dynamic, fast-paced environment
- Proficient in Microsoft tools (e.g., Excel, PowerPoint, Outlook) as well as service management and data analysis platforms.
Benefits
- Flexible working arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
IS Assurance Intern assisting with audits in technology environments for financial services engagements. Collaborating with peers and leadership in a dynamic team setting.
Field Marketing Lead developing field marketing programs targeting financial decision - makers in the insurance sector. Collaborating with sales and marketing teams to drive revenue and growth for Clearwater Analytics.
Pharmacy Insurance Clearance Specialist coordinating patient registration and managing insurance benefit verification calls. Collaborating with healthcare providers to ensure patient care and financial responsibilities.
Inforce Case Coordinator serving distributor needs by handling insurance inquiries and establishing strong relationships to enhance service support at Manulife.
High - Net - Worth Case Coordinator supporting life insurance applications and working closely with Financial Advisors. Building relationships and ensuring timely processing for client services across Canada.
VP Reinsurance Director at Zurich Canada managing complex reinsurance strategies and building relationships with key stakeholders. Fostering collaboration and compliance within insurance regulatory frameworks.
Auto Insurance Advisor responsible for advising clients on auto insurance as the first point of contact. Working in a permanent, full - time position based in Portage la Prairie/Treherne, MB, within HUB International.
Manage client accounts and grow business in Personal Lines Insurance. Deliver exceptional service while handling quotes, policies, and sales opportunities.
Lead P&C Reinsurance Operating Model Strategy & Design at Swiss Re. Shape business strategy integrating AI and organizational design for reinsurance.