Customer Service And Sales Support Representative

PFS Investments Canada, a subsidiary of Primerica, is currently seeking a Customer Service and Sales Support Representative to join their team in Toronto, Ontario. This role involves providing exceptional customer service and administrative support to both clients and internal teams.

Key Responsibilities:

• Client Support:

  • Address client inquiries related to insurance policies, financial products, claims, payments, and account statuses via phone, email, and chat.
  • Educate clients about Primerica's products and services, including life insurance, investments, and financial planning.
  • Resolve customer issues promptly, ensuring a positive experience.

• Administrative Support:

  • Assist with policy updates, application processing, and claims handling.
  • Manage billing inquiries and payment processing.
  • Maintain accurate records of customer interactions and transactions.
  • Ensure compliance with company policies and regulatory requirements.

Desired Qualifications:

• Previous experience in customer service, preferably within the financial services or insurance industry.
• Strong communication and interpersonal skills.
• Proficiency in customer service software and Microsoft Office Suite.
• Ability to multitask and work efficiently in a fast-paced environment.
• A positive attitude and team-oriented mindset.

What PFS Investments Canada Offers:

• A supportive and collaborative work culture that values employee contributions.
• Opportunities for professional development and career advancement.
• Competitive compensation and benefits packages.
• Flexible work arrangements to promote work-life balance.

Please note that job postings are subject to change; it's advisable to check the latest listings directly on PFSL Investments Canada's official website.