Retail CSR at Park Insurance providing personal lines insurance in Burnaby. Responsible for sales, customer service, and insurance evaluation duties.
About the role
- Policy Specialist handling sensitive customer inquiries and payments at Manulife. Collaborating with teams to ensure customer satisfaction and meet performance targets in a supportive environment.
Responsibilities
- Handle sensitive issues to ensure customer satisfaction
- Provide detailed oral and written communication to business areas regarding inquiry resolutions
- Identify customers’ needs, clarify information, research issues, and provide solutions or alternatives
- Meet personal/team qualitative and efficiency targets
- Apply premium payments and deposits to policies
- Facilitate changes in payment mode, banking details, and pre-authorized checking
- Process wire, refund, suspense clearing, premium offset and chargeback
- Respond to general billing and policy change inquiries
- Conduct research and histories
Requirements
- Excellent verbal and written communication skills
- Keen attention to detail with strong analytical abilities
- Previous experience in the customer service industry
- Post‑secondary education or equivalent work experience
- Knowledge of Liberty Health (LH) systems is considered an asset
- Experience with Health and Dental products is a strong asset
- High aptitude to learn and apply information quickly
- Strong interpersonal and collaboration skills
- Ability to work efficiently in a fast‑paced, evolving environment
- Customer‑centric mindset with a proactive, “go‑above‑and‑beyond” approach
Benefits
- health, dental, mental health insurance
- short- and long-term disability
- life and AD&D insurance coverage
- adoption/surrogacy and 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 (vacation, personal, sick days)
- full range of statutory leaves of absence
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