Job opportunities in Call centers, B2B Finance and Insurance, Remote
Hybrid
Core
Provide financial advice, support, and sell/modify financial products to small and medium enterprises (SMEs) and group benefit clients.
Role type
Business Advisor (SME) and Client Services Advisor (Group Benefits)
Builds
Financial products and group benefit policies (prescription drugs, vision, dental, extended health, HSA, travel insurance)
Domain
B2B Finance and Insurance
Deliverable
client delivery
Required skills
Financial advice, product sales, policy education, claims handling, beneficiary management, French (fluent oral and written)
Preferred skills
College Diploma in a relevant field, 1+ year of relevant experience
Responsibilities
Meet SME member needs, educate clients on group policies and coverages, handle claims and beneficiaries, perform day-to-day tasks
Seniority
Entry-level to Mid-level