[Remote] Bilingual Client Services Administrator (English/French)

Note: The job is a remote job and is open to candidates in USA. Experior Financial Group Inc. is seeking a highly motivated Bilingual Client Services Administrator who excels in both collaborative and independent settings. The role involves managing client interactions, supporting financial associates, and maintaining departmental processes in a dynamic work environment.

Responsibilities

• Work with insurance providers to connect clients with new financial associates
• Communicate between clients, agents, and insurance providers to transfer enforce policies
• Establish solid working relationships with the sales force and support them with processing client applications
• Review client transfer forms to ensure completion and required agent codes are included
• Maintain and update department process manual
• Perform other duties pertaining to the Client Services department requested by your immediate manager

Skills

• Prior experience in office administration is required
• Professional proficiency in French and English is required
• Exceptional written and verbal communication skills, with the ability to convey information clearly and professionally across all channels
• Friendly and approachable demeanor, capable of building rapport while explaining complex information
• Highly organized with excellent time management skills; able to prioritize and manage multiple tasks in fast-paced environments
• Technically proficient, with the ability to quickly learn and adapt to new software and systems
• Calm and solution-oriented under pressure, maintaining a positive and proactive approach
• Strong critical thinking and problem-solving abilities
• Reliable, trustworthy, and committed to accuracy and attention to detail
• Demonstrates accountability, ownership of responsibilities, and openness to feedback
• Must reside and be authorized to work in Canada
• Background in an IMO or insurance sector is a plus

Benefits

• Work-life balance with paid vacation and sick days
• Competitive compensation
• Comprehensive medical, dental, and vision benefits
• Flexible work options: on-site remote, and hybrid
• Career growth and development opportunities
• Diverse team environment
• Straight day shifts with no weekends
• Company events and celebrations
• Tuition reimbursement
• Company-provided equipment

Company Overview