Foresters Financial logo
Foresters Financial

Life insurance with a larger purpose

Bilingual Spanish Service Center Representative

BilingualBilingualFull TimeRemoteSeniorTeam 1,001-5,000Since 1874H1B No SponsorCompany SiteLinkedIn

Location

Canada

Posted

1 day ago

Salary

$42K - $57K / year

Seniority

Senior

Postgraduate Degree3 yrs expEnglishSpanish

Job Description

Bilingual Spanish Service Center Representative

Foresters Financial

• Answer complex customer inquiries and issues via phone, email, and chat with a focus on first-contact resolution • Prioritize the customer relationship by listening and responding with empathy • Demonstrate patience and clear communication when assisting customers from diverse cultural backgrounds • Provide detailed information about insurance products, policies, and processes • Explain complex insurance terms and concepts to customers in an understandable manner • Analyze and resolve customer inquiries and complaints, ensuring a high level of customer satisfaction • Collaborate with other departments to resolve complex issues and improve processes • Handle back-office processing tasks including policy updates, documentation, and data entry • Process customer payments accurately and efficiently, including handling billing inquiries and resolving payment issues • Maintain up-to-date knowledge of company policies, products, and services • Document all customer interactions and maintain accurate records in the CRM system • Troubleshoot and resolve technical issues related to the online portal and app usage, including login issues, navigation, and other technical support • Promote the use of self-service and online tools to customers, educating them on the benefits and functionalities • Support operational strategies to improve customer retention and reduce churn • Conduct follow-up calls and communications, when necessary, to ensure customer satisfaction and address any ongoing concerns • Identify trends in customer feedback and provide insights to improve the overall customer experience • Understand the impact of individual Key Performance Indicators (KPIs) and set challenging development goals to support individual and team success • Meet or exceed established KPIs, such as customer satisfaction, productivity metrics and service quality • Assist in training and mentoring new team members, where necessary • Participate in regular team meetings and contribute to continuous improvement initiatives • Cultivate self-awareness by proactively seeking feedback and acting upon it

Job Requirements

  • Post Secondary Education (asset)
  • 3-5 years of customer service experience with a passion for service excellence
  • Previous inbound contact center and financial service experience is an asset
  • Knowledge of insurance products and regulatory requirements is an asset
  • Proficient in English and Spanish (verbal and written) to effectively communicate with internal and external customers/partners and vendors is required
  • Proven ability to handle complex customer issues with empathy and professionalism
  • Excellent communication skills, both verbal and written
  • Demonstrated patience and effective communication skills to explain complex insurance terms and concepts to customers from diverse backgrounds in an understandable manner
  • Proficiency in navigating multiple systems including CRM systems and other customer service software
  • Experience in back-office and payment processing
  • Experience with customer retention strategies
  • Strong technical skills with aptitude to troubleshoot technical issues
  • Ability to work independently and as part of a team
  • Effective multi-tasking and time management skills.

Benefits

  • Work from home opportunities
  • Full time schedules with weekends off (Rotating shifts between 9am-5:30pm EST)
  • Full benefits package and pension with company match
  • Vacation time and bonus structure
  • All required equipment/hardware provided
  • Supportive management and co-workers
  • Diverse and inclusive working environment
  • Constant opportunity to learn, grow and advance your career

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