Customer Care Representative

Primerica - Toronto, ON•Toronto, ON

32d

About The Position

This role focuses on acquiring new clients, providing comprehensive customer support, and managing client accounts within the financial services sector. The representative will engage with potential clients, address inquiries about financial products, assist with account management, and resolve customer concerns effectively.

Requirements

High school diploma or equivalent required.
Must be able to work in Canada, with Valid SIN, and if not citizen or permanent resident MUST HAVE valid permit.
Strong communication and interpersonal skills.
Ability to work independently and as part of a team.
Problem-solving skills with a high level of attention to detail.
Proficiency in CRM systems and Microsoft Office applications.
Empathy and a customer-first mindset.
Strong organizational and time-management skills.
Ability to handle sensitive financial information with confidentiality and professionalism.
An attitude of willing to learn and grow.

Nice To Haves

Bachelor’s degree in finance, business, or a related field preferred.
Prior customer service experience in financial services, insurance, or banking is an asset.
Familiarity with financial products and services is a plus.

Responsibilities

Proactively identify and engage potential clients through referrals, networking, and outreach, presenting Primerica’s services to bring in new business.
Respond to customer inquiries via phone, email, and in-person, providing assistance with financial products, account management, and service requests.
Assist clients with managing their financial accounts, including account updates, product applications, and status inquiries.
Address customer concerns promptly, investigating and resolving issues such as payment discrepancies, transaction errors, and account changes.