Customer Service Rep

Description:

On the Tier 1 Commissions Team supporting the Advisor Service Centre, we work with Sun Life Financial Distribution (SLFD) to provide knowledge and expertise on the advisor compensation model and processes.

On a call, you will decide the best way to help the advisor/leader by listening carefully & asking the right questions to find out exactly what they need. When you can‘t handle the question yourself, you may need to send the issue on to a specialized team, keeping the advisor/leader informed of the next steps.

What will you do?

• You will be the first line of support for SLFD advisors and leaders to provide compensation support in English and French.

• You will process, update and answer inquiries related to advisor compensation.

• You will process manual components of advisor compensation and complete commission system verifications.

• You will process advisors of record changes for SLFD.

• You will work as part of a team, proactively prioritizing work and coming up with continuous improvements to work more effectively.

What do you need to succeed?

• Bilingualism French and English, written and spoken

• Bilingualism (French, English) required- management of English-speaking employees outside Quebec

• Excellent communication and customer service skills

• Availability to shift hours on a weekly basis to support the Tier 1 Commissions queue line

• Knowledge of SLFD and the advisor compensation model would be an asset