Partners Service Agent

Beneva•Quebec, QC

2d•Hybrid

About The Position

As a Partners Service Agent, you will provide service by phone or correspondence to administrative staff of MGA, advisors, and our clients for active contracts. You will receive inquiries from MGA administrative staff, sales teams, sales support (by phone or email), advisors, and our clients. You will analyze the nature of the requests and provide appropriate information. You will seek optimal solutions to each problem raised by our partners by communicating with internal stakeholders (risk selection, contract issuance, sales support, actuarial, etc.). You will process correspondence related to complex files requiring a client response for recently submitted files. You will act as a resource person and provide necessary support to less experienced colleagues or other departments to ensure that service quality level objectives are consistently met or exceeded. You will suggest new work methods to improve operational efficiency, service quality, and client experience. You will produce reports on activities related to active files. You will answer overflow calls for individual insurance customer service.

Requirements

DEC in accounting and management techniques or administration – finance option or equivalent
Minimum of 2 years of experience in a similar role
Advanced proficiency in English, both spoken and written, due to the nature of the tasks, work tools, or interactions with English-speaking colleagues, partners, clients, or suppliers, or to meet the company's growth objectives (bilingualism)
Successful candidates will be required to take an English test

Nice To Haves

FLMI, ALMI, or ACS designation an asset
Experience in the new business or individual life insurance sector an asset

Responsibilities

Receive inquiries from MGA administrative staff, sales teams, sales support (by phone or email), advisors, and our clients
Analyze the nature of the requests and provide appropriate information
Seek optimal solutions to each problem raised by our partners by communicating with internal stakeholders (risk selection, contract issuance, sales support, actuarial, etc.)
Process correspondence related to complex files requiring a client response for recently submitted files
Act as a resource person and provide necessary support to less experienced colleagues or other departments to ensure that service quality level objectives are consistently met or exceeded
Suggest new work methods to improve operational efficiency, service quality, and client experience
Produce reports on activities related to active files
Answer overflow calls for individual insurance customer service