• Partner with Risk Advisors on assigned book of business, manage day-to-day service processes and outputs, support a variety of strategic, client-facing initiatives, and run point on each client’s renewal cycle, ensuring a positive and productive client experience. • Maintains effective and positive relationships with clients. Serves independently in a client-facing capacity on matters of moderate importance and complexity. • Facilitates the timely and accurate flow of information between clients, and Risk team members, keeping all parties informed. • Handles client open items lists and responds to client ad-hoc requests. • Gathers and analyzes data and drafts assigned elements of stewardship reports and other convincing presentations tailored to the needs of the audience and the circumstances of the presentation. • Actively supports and monitors the renewal process, engaging with account team members as necessary. May draft quote comparisons and is responsible for saving down binders, policies, and endorsements. • Receives and handles routine and sophisticated coverage inquiries. • Serves as key client liaison for items such as certificates, auto IDs, location additions, invoices, Worker’s Compensation posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals. • Monitors and follows-up on invoice generation, fee agreements, receivables, and collections. Addresses and resolves problems. • Ensures tools are understood and used. Performs related duties as assigned.

• Be the primary point-of-contact for enterprise-related customer inquiries coming through support channels. • Monitor, triage, and manage the Enterprise support inbox and ticket workflow to ensure timely responses and resolution. • Troubleshoot and resolve first line issues raised by enterprise hospital groups and administrators. • Escalate complex issues to the appropriate Enterprise Account Manager or internal team while providing clear context and documentation. • Maintain queue health by ensuring proper ticket routing, tagging, prioritization, and follow-up. • Partner with Customer Support and internal teams to resolve issues without unnecessary escalation to Account Managers. • Maintain internal trackers and documentation related to enterprise accounts and follow-up actions. • Investigate complex scenarios by reviewing past tickets, notes, and internal data to provide clear summaries and recommended next steps. • Coordinate cross-functional support with teams such as Operations, Product, Billing, and Customer Support when needed. • Maintain Hubspot to ensure all client communications and support tickets are documented appropriately. • Track and report on enterprise support trends, ticket themes, and recurring issues.

Role Description We’re looking for a Bilingual Client Care Associate (English & French) to join our team. In this role, language is more than a skill, it’s your way of connecting with customers across Atlantic Canada, making them feel heard, understood, and supported every step of the way. Location: Remote, with occasional travel (less than 5%) to dealerships throughout Atlantic Canada. Please note: this role is open to applicants within Atlantic Canada only. This opportunity offers a progressive call center environment with no evenings, no weekends, and no overnight shifts. Hours of operation: Monday to Friday, 8:00 AM to 5:00 PM. Compensation: Hourly rate ranging from $17.50 to $20.30, plus an additional $1.00 per hour bilingual premium, with the opportunity to earn up to $600 in monthly bonuses. What You'll Be Doing (a.k.a. Your Mission!): - Delivering friendly, helpful, and professional support to customers via phone, email, and more; think VIP concierge vibes. - Scheduling appointments and reminding customers about upcoming service needs like the organized rockstar you are. - Keeping things running smoothly by managing your workload and juggling priorities with ease. - Following up on inquiries and solving issues with a proactive, problem-solving mindset. - Keeping customer records up to date and handling confidential info with care. - Collaborating with our dealerships to ensure seamless communication and top-tier customer service. - Jumping in where needed. Whether it’s updating systems, resolving issues, or lending a hand on the fly. - Conduct outbound calls (approximately 50%) to proactively reach out to customers, drive business to dealerships, and help keep service shops and technicians busy; this may vary based on dealership needs. - Handle inbound inquiries (approximately 50%), assisting customers with booking appointments, answering questions, and providing support; this may vary based on dealership needs. Qualifications - Bilingual in French and English. - Tech-savvy with strong computer skills and Microsoft Office know-how (Outlook, Excel, Word). - A people person with a passion for great service, and the experience to prove it. - Great communication skills, you’re a pro at listening and making yourself understood. - Organized, with the ability to juggle priorities without dropping the ball. - Motivated, detail-oriented, and ready to bring your A-game every day. - A team player who also shines when working independently. - Comfortable multitasking in a fast-paced environment. Benefits - 100% Matched Retirement Savings Plan – Put your future at ease with our employer-matched RSP plan, with a maximum of 4% after just 3 months and a maximum of 5% after 5 years! - Flexible Health & Dental Plans – Choose from six cost-shared plans tailored to your lifestyle. Affordable, dependable coverage for the people who matter most. - Mental Health & Wellness Support – 24/7 confidential support for you and your family through EFAP. - Employee Discounts – On vehicle purchases, parts, and service at any of our locations. - Work Boot Reimbursement – Reimbursement immediately, no waiting required! - Access to Steele University – you will get engaging, role-specific training, learn anytime anywhere, track your progress, and earn rewards as you grow your skills! Company Description At Steele Auto Group, work is more than a place you go each day, it’s a place where your voice matters, your growth is supported, and your impact is felt. Every interaction, every conversation, every moment is part of something bigger. Delivering the Best Customer Experience starts with people who feel valued, empowered, and inspired. Steele Auto Group is committed to a fair, inclusive, and supportive workplace. We promote from within, invest in development, and value every candidate’s experience. Accommodation is available throughout the recruitment process, just let us know.

• Review and analyze documents, claim forms, supporting materials, and contract-related information • Respond to complex inquiries from customers and clients • Follow standard protocols, procedures, and instructions from Project Managers and Supervisors • Apply feedback quickly and accurately to meet project expectations • Work collaboratively with internal teams, project managers, supervisors, and business partners • Monitor claims and correspondence work to ensure procedures are followed and project goals are met • Assist supervisors and project managers in resolving issues that arise • Identify errors, monitor the overall health of the case, and help create solutions • Support quality assurance, deadlines, deliverables, and client-focused project outcomes