Back Office Agent (Operations Agent)
CurrentThis will include working across all areas in Servicing and Administration with the ability to process in all facets of the department and resolve queries from start to end.• Process requests, forms, and applications Identify and escalate priority issues• Take ownership of service level standards and ensure they are reached consistently, accurately executing policies and procedures related to service delivery in Operations and other areas• Respond to customer inquiries (calls/emails) and resolve customer complaints professionally• Provide customers with product and service information• Present product and process information to members/staff on a proactive basis, demonstrating a high level of understanding of the businessService delivery:• Evaluate problems regarding service issues and inquiries to determine their importance and urgency• Responsible for ensuring that service excellence to clients/intermediaries remains in line with best business practices and standards• Responsible for managing reputational risk and ensuring compliance with regulatory requirements, procedures, and service standards.• Remain updated and informed on legislative and industry changes.• Responding to all inquiries in a professional and timely manner.• Liaising with operations support to provide the best client experience.Relationship building and communication:• Build and maintain relationships with internal and external clients and stakeholders.Maintain product expertise:• To answer customer complaints and questions, a Back Office Agent must be an expert in the products offered by PPS.• Identify process and procedure improvements and make recommendations to streamline and simplify processes.Assist management and support the team• Provide support to the broader Life Operations teams• Identify systems failures to escalate to the appropriate support team and implement required workarounds to prevent impact on member journey and productivity