15 hours 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: 15 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

Website LinkedIn

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Allianz

15 hours 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: 15 hours agoStatus: Live

Job Summary

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

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

Website LinkedIn