Customer Service Partner

Job Purpose: The Customer Service Partner is responsible for managing and resolving client requests and issues across multiple channels and segments, while liaising with the Direct Sales Force and other internal stakeholders, to support Allianz Trade in new business production and customer retention. Key Responsibilities/What You Do:

• Assist in managing a large portfolio of policies, with key responsibilities to include: communication with Agents regarding renewal changes and policy distribution.
• Answer standard customer requests by phone or email on various topics across all core functions.
• Work closely with Agents to accurately expedite new business application input.
• Manage integrity of System Contacts for assigned portfolio.
• Apply technical knowledge to customer queries to provide solutions.
• Take personal responsibility for the implementation of service standards.
• Document all interactions with clients within the CRM and ticketing system.
• Identify process improvements based on exposure to client issues and concerns that directly impact retention and new business production.
• Interpret and analyze data and other information provided by clients to suggest optimal solutions to issues and concerns.
• Help to generate and implement WOW! moments with EH clients and brokers.
• Other duties as assigned.

• Prior credit insurance and commercial banking experience a plus.
• Prior customer service experience.
• High level of computer literacy with an ability to quickly acclimate to new systems.
• Exceptional internal & external client service mentality.
• Excellent troubleshooting skills.
• Ability to assimilate and apply information from multiple functions.
• Excellent written and verbal communication skills.
• Excellent technical and analytical skills.
• Proven ability to manage multiple work functions in a high volume setting.
• Self-motivated & team player.
• College or University degree in related field.
• Insurance license - an asset.
• 2-3 years customer service experience in a B2B environment.
• Trade Credit Insurance experience – an asset.
• Highly computer literate with proficiency in Word, Excel and similar software.
• Fluent in French, verbal and written – an asset.

• Hybrid and flexible working model.
• Group Benefit Plan.
• Pension Plan.
• Employee Stock Purchase Plan.
• Paid time off.
• Employee Recognition & Rewards.
• And much more!