CUSTOMER SERVICES REP

CUSTOMER SERVICES REP

Job DescriptionJob Description

A Customer Service Representative (CSR) at Primerica Financial Services typically plays a key role in assisting clients with inquiries, resolving issues, and providing information about financial products and services. The primary responsibilities may include:

Key Responsibilities:

1. Client Support:

- Answer client inquiries via phone, email, or chat.
- Provide accurate information about financial products, insurance policies, investments, and other services offered by Primerica.
- Address and resolve customer concerns and complaints in a timely manner.

- Problem Solving:

- Troubleshoot customer issues with policy updates, account changes, and other service-related requests.






- Escalate complex issues to relevant departments for further assistance.

- Financial Guidance:

- Assist clients with understanding their financial options, policies, or investments.
- Provide information on billing, payments, and claims processing.

- Documentation and Record Keeping:

- Maintain up-to-date and accurate client records.
- Ensure compliance with company policies and regulatory guidelines when handling sensitive customer data.

- Communication and Education:

- Educate customers on available financial tools, resources, and solutions that fit their needs.
- Keep customers informed about new products and services.

Skills and Qualifications:

- Strong verbal and written communication skills.
- Problem-solving ability and a customer-oriented mindset.
- Basic understanding of financial products or willingness to learn about them.
- Good organizational skills and attention to detail.
- Ability to handle stressful situations calmly and professionally.

Preferred Experience:







- Previous customer service experience, especially in financial services or insurance, is often preferred.
- LLQP Certificate is considered asset.
- CSC Certificate is considered asset.

HZo7HxHVlm

▶️ CUSTOMER SERVICES REP
🖊️ Primerica - Toronto
📍 Toronto