Member Experience Representative – Individual Products

This is a fully remote position, open to applicants in Canada.

📋 Description

• Greet and onboard new health and dental clients by outlining coverage details, benefits, claims procedures, and the resources available to them.

• Foster trusted relationships through proactive outreach and engaging conversations with clients throughout the duration of each plan.

• Assess client needs, benefit usage, and engagement trends to deliver tailored insights and recommendations.

• Inform clients on how to maximize benefit value and successfully navigate their coverage.

• Recognize opportunities for adjustments to plans or additional insurance products.

• Address client inquiries and concerns with prompt, thoughtful, and personalized solutions.

• Work collaboratively with internal teams to advocate for clients and enhance the overall client experience.

• Convey client insights and feedback to facilitate continuous improvement in products, services, and processes.

• Drive key performance indicators such as reduction in cancellations, client referrals, satisfaction levels, onboarding completion, ongoing client engagement, and effective identification of coverage opportunities.

⛳️ Requirements

• A passion for delivering outstanding client experiences and cultivating meaningful relationships.

• Excellent communication skills with the ability to simplify complex information and offer clear guidance.

• A consultative approach that prioritizes understanding client needs and providing tailored solutions.

• Strong analytical thinking skills to interpret client data and pinpoint value-added opportunities.

• Robust problem-solving skills and sound judgment.

• Previous experience in insurance, health benefits, financial services, or a client advisory capacity is preferred.

• An active Alberta Life and Accident & Sickness Insurance License, or the capability to obtain and maintain the necessary licenses.

• A commitment to ongoing learning and fostering a client-first culture.

• Post-secondary education is preferred.

• 3 to 5+ years of experience in outbound client sales and service roles.

• Exceptional verbal and written communication skills.

• A satisfactory criminal record check is required as a condition of employment following a conditional offer.

🏝️ Benefits

• Healthy work-life balance.

• Opportunities for professional growth.

• An innovative, high-energy, team-oriented environment.

• An inclusive workplace that appreciates diversity and unique perspectives.