Customer Service Partner (Montreal, ON, CA, H3B 2L2)

Allianz
Montreal
Workplace: OnsiteFull timeFunction: Customer Support (Service Desk)Experience: 2-3 yearsEducation: bachelorsSkills: ["Client service","Troubleshooting","Communication","Teamwork","Self-motivation"]

Manage and resolve client requests across phone and email, supporting Allianz Trade in both new business production and customer retention. Handle a portfolio of policies, communicate with agents on renewal changes and policy distribution, expedite new application input, and maintain system contact integrity. Apply technical knowledge to customer queries, document all client interactions in the CRM/ticketing system, analyze client-provided data, and identify process improvements.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Allianz
Allianz
1 month ago

Customer Service Partner (Montreal, ON, CA, H3B 2L2)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Manage and resolve client requests across phone and email, supporting Allianz Trade in both new business production and customer retention. Handle a portfolio of policies, communicate with agents on renewal changes and policy distribution, expedite new application input, and maintain system contact integrity. Apply technical knowledge to customer queries, document all client interactions in the CRM/ticketing system, analyze client-provided data, and identify process improvements.
Location: Montreal
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Mid level

Key Responsibilities

  • •Manage and resolve client requests and issues across phone and email channels.
  • •Support a portfolio of policies, including communication with agents about renewal changes and policy distribution.
  • •Work closely with agents to accurately expedite new business application input.
  • •Maintain the integrity of system contacts for the assigned portfolio and ensure client interactions are documented in the CRM/ticketing system.
  • •Interpret and analyze client-provided data to suggest solutions, identify process improvements, and support service standards.

Key Requirements

  • •Prior customer service experience, including 2–3 years in a B2B environment.
  • •High level of computer literacy and ability to quickly learn new systems, including proficiency with Word and Excel.
  • •Exceptional internal and external client service mindset with strong troubleshooting skills.
  • •Excellent written and verbal communication skills (English and French required).
  • •College or university degree in a related field; insurance license is an asset.
Experience:2-3 yearsB2BCustomer serviceInsuranceTrade credit insuranceCommercial banking
Education:Bachelor's
Skills:Client serviceTroubleshootingCommunicationTeamworkSelf-motivation
Licenses:Insurance license
Languages:EnglishFrench
Tech Stack:WordExcelCRMTicketing system

Company Brief

Allianz
Global insurance and financial services group offering property-casualty insurance, life and health insurance, asset management, and corporate risk solutions to individuals, businesses, and institutions across more than 70 countries.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Munich, Germany
Founded: 1890
WebsiteLinkedIn