7 Emplois pour Gestion De La Relation Client - Canada

Consider joining us as a Client Care Coordinator if:You have worked in a call center, customer service, or office environment, responding to competing demands and prioritizing tasks. You have high attention to detail, strong organizational skills, and a willingness to help wherever and whenever you are needed. You can foster relationships with colleagues, professionals, and clients. You seek opportunities to enhance the lives of those around you and find satisfaction in solving problems. About Motion:Canadian-owned and operated, Motion is Canada’s leading full-service mobility and accessibility solutions provider and has served communities across Alberta, BC, Manitoba, Ontario, and Saskatchewan for more than 40 years through our network of 48 locations. Our knowledgeable and caring team of experts supports individuals and those who care for them by delivering solutions that make life accessible for everyone. Our products include wheelchairs, walkers, mobility scooters, power lift recliners, lifting devices, homecare and adjustable beds, bathroom safety items, and more. Whether our clients are 1 or 100, we have products to ensure the independence, mobility, and safety of clients of all ages. The role:We are adding a compassionate, problem-solving, and responsive Client Care Coordinator to our team in Ontario. You will deliver an outstanding customer experience every time to our valued clients, their loved ones, and the community healthcare practitioners that make up their care team. You will prioritize comfort and attention, ensuring clients feel welcome and taken care of. You will drive behind-the-scenes efficiency and processes and collaborate with colleagues in our store and warehouse.What’s in it for you:Growth opportunity. This is a chance to gain deep and practical insights into our industry, be involved in every aspect of what we do, and take ownership for your own success. You will learn the functionality and benefits of our products and services, and work in partnership with healthcare providers, clients, and your colleagues to ensure an exceptional client experience. Impact. Every day provides a new opportunity to create a tangible impact on the lives of our clients. At Motion, you will find deep professional satisfaction knowing that your work matters to people in your community and beyond. Professional development and networking. At Motion, we nurture a continuous learning and skills development environment. You will have:Access to our internal Learning Portal, where we have a vast library of training on our products and processes and professional development topics.The opportunity to work with industry leaders who will guide you on your journey and ensure you have the tools you need to succeed.The chance to attend industry events, including Motion’s own Rehab Expos, where you can network with vendors, occupational therapists, and your peers. How you will spend your days:Enhancing the customer experience. You will welcome, engage with, and meet the needs of our clients and visitors on-site. You will manage and prioritize telephone and email communications in a friendly and helpful manner. Collaborate with teams. You will work closely with busy Service Technicians and Sales Consultants to oversee the client order administration. You will update all of our databases and schedule technician appointments and arrange for the pick-up and delivery of equipment. Coordinate. You will manage all the details to ensure timing, information, and expectations are accurate, transparent, and communicated to all parties involved. You will follow up with clients to confirm all paperwork, such as rental agreements, quotes, and client record is complete and accurate.Developing product knowledge. You will take the time to learn and understand the nuances and variations of our vast product catalogue. You will collaborate with your team, ask questions, take notes, and utilize cheat sheets to ensure our clients are receiving the right type of service for their equipment. What you bring:Experience. You have worked in a fast-paced office environment or a customer-facing role. You are deadline driven and can prioritize and manage a myriad of tasks as they come up throughout the day, be it from clients or other team members. You are proficient in Microsoft Office Suite, comfortable navigating databases, and can learn new software quickly. You have an interest in gaining exposure to the healthcare and personal mobility device industry. Interpersonal skills. You love building relationships with people and you know how to work with customers to find the best solutions to fit their needs. You have professional and flexible communication skills and are comfortable responding to urgent inquiries on the phone, by email or in person - sometimes all at once. You can navigate any situation in a friendly, empathetic and compassionate manner. Additional must-have requirements. You have a clean criminal background check and can lift and maneuver up to 50lbs.What we offer:At Motion, we are proud to provide our employees with the following competitive benefits and rewards package. We offer:Eligibility to a comprehensive benefits packageRobust vacation and personal days allotmentRRSP/DPSP match programMaternity/parental leave top-upEmployee Assistance ProgramEmployee Discount ProgramTenure recognition through our Motion Milestone ProgramEmployee Referral Bonus ProgramProfessional Development ReimbursementEligibility to the company’s pooled bonus planGoodlife Fitness corporate membership discount

Description :TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients.TD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It's a very special and supportive place to begin – and grow – a lasting, progressive, and rewarding career in wealth.Are you admired for your attention to detail, exacting standards and willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. You may also correspond with clients and other branch staff. In this frontline role, your first impressions will leave lasting results on our business and customer experience.In addition, you will:Prepare documentation and provide updates to IAs in preparation for client meetingsCreate reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunitiesAccept/create leads and ensure correct referral coding administrationSubmit marketing pieces for approval, compile client information packages, maintain marketing materials and "Marketing Express" mail-outsFamiliarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materialsProvide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full service brokerageDeliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise discretionAdhere to all policies and procedures and maintain a culture and operation of risk managementUse insights to continually improve individual and team performance for clientsParticipate fully as a team member, continually improve knowledge and keep others informed and up to date about status and progress, issues or other related activitiesJob Requirements Undergraduate degree or community college diploma preferredWillingness to complete the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) to become licensed with the Canadian Investment Regulatory Organization (CIRO) within 6 months. Strong communication skills with ability to build relationships and work collaboratively, confidentially and independentlyWho We Are:TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you. Our Total Rewards PackageOur Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Additional Information:We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals. Training & OnboardingWe will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.Accommodation Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.We look forward to hearing from you!Language Requirement (Quebec only):Sans Objet

We offer more than a job, we offer a career!
We support our employees to shape their career by encouraging continuing education and investing in training and development.
We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding.
We inspire people to do what they are passionate about by believing in integrity, respect and recognition of diversity and community support.
We are a dynamic team where entrepreneurship, innovation and collaboration are at the core of our values.
We offer competitive salaries and a multitude of benefits starting day one including generous medical and dental coverage, telemedicine, employee and family assistance program, and retirement and savings programs.
We recognize the importance of work life balance with our hybrid work program, wellness allowance, and year-round social activities and events. We are looking for a Client Service Assistant to join our team in our Vancouver office!
As a Client Service Assistant in our Construction division, you will be responsible to assist all existing parties in the team. You will be working closely with your team, which consists of a Client Service Assistant, Client Service Manager, and Client Executive(s) to provide the highest quality service to clients by supplying professional and accurate documentation.
If you are career-minded and looking for a dynamic work environment with a growth mindset, you will love working among our team!
Your day as a Client Service Assistant  Print correspondence as needed and maintain policy files and/or electronic files to ensure that they are organized and up to date. 
Process cover notes/binders, invoices, enclosure letters, memos, and other documentation as required or works with the Central Processing Unit to produce the same.
Prepare certificate lists at renewal and issues certificates of insurance as confirmed with the client. 
Create abeyances, advise Team, and follow up for outstanding items. 
Process incoming mail and direct to the appropriate person on the Team. 
Update the renewal list as required. 
Ensure all correspondence is accurate and flows in a timely manner.
Update information in our internal management system EPIC. Accounting/Premium Finance In conjunction with the CSM, monitor and follow up on outstanding client accounts receivables.
Work with the Accounting Department and insurers to resolve accounting discrepancies and related issues. 
Organize and prepare premium financing, when required.  Client/Insurer Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner. 
Issue certificates of insurance from client requests/contracts and, in conjunction with the CSM, ensure the insurance program meets requirements.
With the CSM, contact insurers to confirm coverage and amend as needed. 
Advise clients of any discrepancies between the insurance program and the insurance requirements. 
Assist the CSM in preparing underwriting submissions and client proposals when required.
Obtain claims history from the internal system, Claims Department, or insurers at renewal or when required. 
Request and follow up with insurers and clients for outstanding information, endorsements or documentation, as applicable. 
Provide a first review of the policy documents and endorsements. General Follows BFL policies and procedures, including security and quality procedures, as currently set out and as amended from time to time. 
Other miscellaneous duties and special projects as required.
Assist teammates accordingly to fulfill excellent client service. Our ideal candidate Minimum 2 years Commercial insurance experience or relevant insurance education.
Level 2 license or working towards.
Extremely detailed and conscientious.
Must be completely client focused and service oriented.
Maintenance of licensing requirements/continuing education.
Excellent communication skills, listening, verbal, and written.
Ability to work well independently and part of a team. 
Professional and positive attitude and a desire to grow.
Willingness to go beyond the job description.
Good knowledge of Microsoft Word, Outlook, Excel, and PowerPoint. The expected salary for this role ranges from $52,000 to $80,000. Annual salary will be determined by factors including prior experience, location, business segment, and relevance of the candidate’s skills to the role.
About BFL CANADA
Founded in 1987 by Barry F. Lorenzetti, BFL CANADA is one of the largest employee-owned and operated Risk Management, Insurance Brokerage, and Employee Benefits consulting services firms in North America. The firm has a team of over 1,450 professionals located in 27 offices across the country. Thanks to its Local International Office Network of independent brokers (LION), BFL CANADA provides clients with privileged access to insurance partners in over 140 countries, helping to support their operations both in Canada and globally.
Office information 
Our Vancouver office is situated in Coal Harbour, half a block from the world renowned Seawall. Employees often enjoy activities along the Seawall during their lunch break with Stanley Park being close by. Our office is easily accessible for employees by car and public transit and there are bike storage lockers in our building. 
Let’s stay in touch: follow us on to get privileged access to our activities and see our other job opportunities. BFL CANADA is an equal opportunity employer.
We welcome and encourage applications from people with diverse abilities. BFL Canada is committed to fostering an environment that is diverse, equitable, inclusive and accessible to all. The diversity of our talents enables innovation and creativity through diverse backgrounds, different thinking and unique knowledge. Accommodations are available on request for candidates taking part in all aspects of the selection process.
Offers of employment at BFL CANADA are conditional upon satisfactory results of background verifications.
#LI-Hybrid

We offer more than a job, we offer a career!
We support our employees to shape their career by encouraging continuing education and investing in training and development.
We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding.
We inspire people to do what they are passionate about by believing in integrity, respect and recognition of diversity and community support.
We are a dynamic team where entrepreneurship, innovation and collaboration are at the core of our values.
We offer competitive salaries and a multitude of benefits starting day one including generous medical and dental coverage, telemedicine, employee and family assistance program, and retirement and savings programs.
We recognize the importance of work life balance with our hybrid work program, wellness allowance, and year-round social activities and events. We are looking for a Client Service Manager to join our Real Estate team in our Langley or Vancouver Office! 
As a member of our Real Estate division, you will liaise between the Real Estate Program Department, and non-Real Estate Producers to provide best in class service.
If you are career-minded and looking for a dynamic work environment with a growth mindset, you will love working among our team!
Your day as a Client Service Manager Liaises between the Real Estate Program Department and Commercial Producers within BFL nationally.
Processes submissions and/or summaries and provides them to Marketing, with clear instructions and direction from the CSM/CE.
Obtains claims history from the Claims Department on behalf of the CSM/CE.
Processes proposals for new and renewal business, with clear instructions and direction from the CSM/CE.
Processes cover notes/binders, invoices, certificates of insurance, enclosure/clarification letters, memos, and other documentation as required, with clear instructions and direction from the CSM/CE.
Maintains expiry lists, records, and policy files to ensure they are organized and up to date.
Requests and follows up with Marketing for outstanding information, endorsements, or policy documentation.
Submits all renewals and endorsements to Marketing in a timely and efficient manner.
Creates abeyances and advises the CSM/CE of follow-ups on outstanding items from Marketing and clients.
Processes incoming mail and directs it to the appropriate personnel within the department.
Works with the Accounting Department and Non-Realty Production to resolve accounting discrepancies and related issues.
Follows corporate policies and procedures.
Organizes and prepares premium financing when required.
Ensures maximum retention of the book of business by providing exceptional client service, regularly contacting the Production Team (Non-Real Estate) to ensure quality service is being delivered and client needs are met or exceeded.
Responds to telephone calls and written inquiries from the Production Team and Marketing Team in a timely and professional manner (maximum two-hour response turnaround time).
Maintains appropriate documentation for various accounts and/or correspondence.
Requests and follows up with the Marketing Team for outstanding information, endorsements, or policy documentation, including reviewing all policy wordings and other documentation for accuracy and completeness, and noting/correcting errors as required.
Notes any changes by highlighting them on the processing form so processors can clearly identify requirements.
Creates abeyances and follows up on outstanding items from Marketers and the Non-Realty Production Team.
Processes incoming mail and directs it to the appropriate personnel within the department.
Follows BFL policies and procedures, including security and quality procedures, as currently set out and as amended from time to time, and ensures Client Service Assistants also comply.
Performs other miscellaneous duties and special projects as required. Our Ideal Candidate  Commercial insurance related experience desired.
Level 2 license is ideal.
Strong verbal and written communication skills.
Ability to work well independently, as part of a team and with others throughout the organization.
Good knowledge of Microsoft Word, Outlook, Excel, PowerPoint.
Ability to work with high volume accounts, in a fast paced environment.
Effective time management/organizational skills.
Client focused and service oriented.
Energetic and flexible.
Mature, positive attitude.
Detail oriented. The expected salary for this role ranges from $73,000 to $110,000. Annual salary will be determined by factors including prior experience, location, business segment, and relevance of the candidate’s skills to the role.
About BFL CANADA
Founded in 1987 by Barry F. Lorenzetti, BFL CANADA is one of the largest employee-owned and operated Risk Management, Insurance Brokerage, and Employee Benefits consulting services firms in North America. The firm has a team of over 1,450 professionals located in 27 offices across the country. Thanks to its Local International Office Network of independent brokers (LION), BFL CANADA provides clients with privileged access to insurance partners in over 140 countries, helping to support their operations both in Canada and globally.
Office Information 
Our Langley office is just off highway #1 by Walnut Grove. We are close to Maple Ridge and Pitt Meadows, connected by the Golden Ears Bridge.
Our Vancouver office is situated in Coal Harbour, half a block from the world renowned Seawall. Employees often enjoy activities along the Seawall during their lunch break with Stanley Park being close by. Our office is easily accessible for employees by car and public transit and there are bike storage lockers in our building. 
Let’s stay in touch: follow us on to get privileged access to our activities and see our other job opportunities. BFL CANADA is an equal opportunity employer.
We welcome and encourage applications from people with diverse abilities. BFL Canada is committed to fostering an environment that is diverse, equitable, inclusive and accessible to all. The diversity of our talents enables innovation and creativity through diverse backgrounds, different thinking and unique knowledge. Accommodations are available on request for candidates taking part in all aspects of the selection process.
Offers of employment at BFL CANADA are conditional upon satisfactory results of background verifications.
#LI-Hybrid