Customer Service Advisor Insurance

Area(s) of interest: Advisory services, Call centres

Location(s): Montreal

As a Customer Service employee in the Insurance sector, you’ll offer loan insurance solutions that will protect clients’ assets. You’ll have a positive impact on clients with your advisory skills and your experience ensuring client loyalty.

Your role

• Answering calls from customers
• Identify protection and assistance needs
• Offer solutions to protect their assets
• Build customer loyalty using a consultative approach
• Contribute to team objectives
• Refer customers to the appropriate sector for specialized needs

Our Client Contact Centre is open Monday to Thursday from 8:30 a.m. to 8:00 p.m., and Friday from 8:30 a.m. to 5:00 p.m.. You'll work a full-time schedule of 37.5 hours per week. Your work schedule is variable and you'll be informed of your schedule three weeks in advance.

Your team

Our team values passionate people and bold ideas. We work together to help our clients and your colleagues achieve their goals. We know we can count on our colleagues to share knowledge and help one another.

Learning and development

You'll begin with on-the-job training. You’ll be able to experience the call centre environment and get to know your colleagues. Your on-the-job training will focus on learning how to help clients over the phone. During this time, you'll learn about your role, our products, and our technologies.

Many options will be available; you could advance in the same role, get promoted, develop within the sector, and more. We also offer many career opportunities and encourage internal mobility.

Required skills

• College diploma or equivalent
• Experience in an advisory and/or negotiation role
• Experience with client retention and developing client relationships

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

Customer Retention Diversity & Inclusion Driving Results Emotional Intelligence Proposal Generation Stress Management Teamwork Trading Accountability Client-focused Detail-oriented Empathy Initiative Learning Agility Resiliency

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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