Lisa (Yuanmeng) Zhang Email & Phone Number

Canada

Vancouver, British Columbia, Canada

Burnaby, British Columbia, Canada

Toronto, Canada Area

• Providing advice on Home & Auto insurance products, coverage and increasing customer awareness of the benefits and features of Johnson products • Cross-selling or upselling Home & Auto products to existing clients • Processing insurance transactions following underwriting guidelines to meet quality expectations • Accepting payments and processing changes in payment methods following standard accounting principles • Ensuring all documentation is received to Underwrite the policy, handle phone call inquiries from existing clients and process necessary changes. • Working in a fast-paced computerized environment, the Service Specialist, reporting to the Operations Leader will be responsible for servicing our customers;

Toronto, Canada Area

Toronto, Canada Area

· Sell home and car insurance and various other insurance products· Assist clients by applying changes, cancellations and updates to the contract, taking care to meet the client'sneeds effectively· Provide prompt, accurate, and friendly customer service, which include responding to inquiries regardinginsurance availability, eligibility, coverage, policy changes, transfers, claim submissions, and billingclarification· Develop leads, schedule appointments, identify customer needs, and market appropriate products · Use a customer-focused, needs-based review process to educate customers about insurance options.

Vancouver, Canada Area