- Provide exceptional bilingual customer support in English and French.
- Problem-solve effectively while maintaining a positive team environment.
- Navigate multiple applications to assist members with insurance inquiries.
- – Maintain and update standard operating procedures and operational manuals.
- – Prepare and analyze retail performance reports to identify trends and gaps.
- – Coordinate cross-functional projects, ensuring clear communication and timelines.
- – Initiate contact with potential customers to source new sales opportunities.
- – Conduct discovery calls to understand customer needs and requirements effectively.
- – Maintain and grow prospect database while routing opportunities to Account Executives.