Agent

• Process and manage online reservations accurately and promptly
• Respond to customer inquiries via email, phone, chat, web forms, and other digital channels
• Assist with booking modifications, cancellations, and special requests
• Verify reservation details, pricing, promotions, and travel requirements
• Resolve customer concerns and escalate complex issues
• Maintain accurate records of customer interactions and booking transactions
• Monitor web bookings and correct discrepancies
• Promote travel products, services, insurance, and promotions to support sales initiatives
• Collaborate with suppliers, internal departments, and customer service teams
• Ensure compliance with company policies, procedures, and industry regulations
• Review travel bookings for potential fraudulent activity
• Identify high-risk transactions using fraud indicators, internal systems, payment information, and booking history
• Manually review bookings flagged by automated fraud detection systems or internal teams
• Verify customer and payment information when additional authentication is required
• Analyze booking inconsistencies involving passenger/contact information, payment methods, IP/location data, booking timing, or travel patterns
• Decide whether to approve, hold, escalate, or cancel potentially fraudulent bookings
• Contact customers to validate transactions while maintaining professionalism and a positive customer experience

Web Support and Fraud Agent

• Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own
• Contribute to business development and maintain business relationships through service delivery and activities
• Assist members and clients who have encountered fraud or irregularities
• Monitor and process transactions required to settle fraud or irregularity cases
• Stay on top of the latest standards, products and services in the field
• Uphold compliance, security and risk management standards
• Welcome members and clients, listen to and address their needs, and support their financial empowerment
• Support and advise members and clients on available financial products and services and promote distribution channels
• Open accounts and help with financial transactions while offering personalized solutions
• Identify business opportunities and refer members and clients to colleagues with specialized expertise
• Advise members and clients on digital solutions and technological tools
• Ensure financial transactions go smoothly and address issues that arise
• Provide information and support on technology use, including prevention and safety advice

Advisory Agent, Member and Client Experience

• Welcome members and clients, listen to and address their needs, and support their financial empowerment
• Support and advise members and clients on financial products and services and promote available distribution channels
• Open accounts and assist with financial transactions while offering personalized solutions
• Identify business opportunities and refer members and clients to colleagues for specialized needs
• Advise members and clients on digital solutions and their use
• Ensure financial transactions run smoothly and address issues that arise
• Provide information and support on technological tools, including prevention and safety advice
• Explain applications and technological tools that enable members and clients to complete transactions independently
• Contribute to business development and maintain business relationships through service delivery and activities
• Assist members and clients who have encountered fraud or irregularities; monitor and process transactions needed to settle their cases
• Stay current on standards, products and services
• Uphold compliance, security and risk management standards

• Process life and health insurance claims
• Promote occupational health and manage disabilities
• Perform clerical and administrative tasks supporting day-to-day operations
• Carry out document collection, entry, compilation, coding and transcription
• Distribute, process and file documents
• Provide information about unit operations
• Check and correct system data
• Communicate with practitioners to obtain and verify information
• Respond to common administrative and operational questions and handle general information requests
• Support operational objectives and carry out initiatives according to established guidelines

Benefits Agent

• Process life and health insurance claims
• Promote occupational health and manage disabilities
• Perform clerical and administrative tasks supporting day-to-day unit operations
• Support operational objectives and carry out initiatives according to established guidelines
• Answer common administrative and operational questions and handle general information requests
• Collect, enter, compile, code, and transcribe documents
• Distribute, process, and file documents
• Provide information about unit day-to-day operations
• Check and correct system data
• Communicate with practitioners to obtain and verify information

• Support members and clients by telling them about technological tools and applications that can help them do transactions and operations on their own
• Contribute to business development and maintain business relationships through service delivery and activities
• Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners
• Stay on top of the latest standards, products and services in your field
• Adhere to compliance, security and risk management rules
• Support and provide advice to members and clients about their banking transactions
• Promote all Desjardins products and services and available distribution channels
• Offer personalized financial solutions based on members' and clients' needs
• Identify business opportunities and refer members and clients to colleagues for specialized needs
• Advise members and clients on digital solutions
• Ensure financial transactions proceed smoothly and address issues
• Provide information and support on technological tools, including prevention and safety advice

• Process life and health insurance claims
• Promote occupational health and manage disabilities
• Perform clerical and administrative tasks supporting day-to-day unit operations
• Carry out document collection, entry, compilation, coding and transcription
• Distribute, process and file documents
• Provide information about the unit’s day-to-day operations
• Check and correct system data
• Communicate with practitioners to obtain and verify information
• Respond to common administrative and operational questions
• Handle requests for general information, tailoring the approach as needed
• Help the unit achieve operational objectives and carry out initiatives according to established guidelines

• Support members and clients by explaining technological tools and applications that enable them to complete transactions and operations independently
• Contribute to business development and maintain business relationships through service delivery and activities
• Assist members and clients who have encountered fraud or irregularities and refer them to appropriate partners
• Stay current on the latest standards, products and services in the field
• Adhere to compliance, security and risk management rules
• Welcome members and clients, listen to and address their needs, and support their financial empowerment
• Provide advice about banking transactions
• Promote Desjardins products, services, and available distribution channels
• Offer personalized solutions and identify business opportunities
• Refer members and clients to colleagues for specialized needs
• Advise members and clients on digital solutions
• Ensure financial transactions proceed smoothly and address issues
• Provide information and support on technological tools, including prevention and safety advice

Advisory Agent – Member and Client Experience

• Serve as the first point of contact for members who contact Dialogue by phone
• Provide a seamless intake experience and quick access to care with the appropriate practitioner
• Support new members as they create their account and begin receiving care
• Understand members’ needs and direct them to Dialogue’s various services
• Schedule appointments and support appointment coordination throughout the care journey
• Support case management activities by phone and through the chat application
• Collaborate directly with the EAP practitioner team
• Contribute to the continuous improvement of the telephone service by providing feedback on the member experience and processes
• Take responsibility for patient safety in interactions with members

Mental Health Intake Agent, Temporary

• Answer service and billing calls and first notice of loss (FNOL) calls from customers
• Respond to customer inquiries about their policies
• Provide personalized insurance service as a Trusted Advisor
• Promote Allstate features and benefits during portfolio reviews
• Manage policy renewals and policy changes
• Reply to online requests
• Promote client loyalty through attention to detail and relationship building
• Upsell and cross-sell Auto and Property products according to underwriting guidelines
• Support and guide customers during FNOL claim calls
• Document loss details in the claim system
• Perform specified claim tasks and transfer or assign claims to a Claim Advisor
• Meet and exceed key performance and attendance metrics
• Report to the Manager, Inside Service

Agent jobs in Canada

Web Support and Fraud Agent

Advisory Agent, Member and Client Experience

Advisory Agent, Member and Client Experience

Benefits Agent

Benefits Agent

Advisory Agent, Member and Client Experience

Benefits Agent

Advisory Agent – Member and Client Experience

Mental Health Intake Agent, Temporary

Inside Service Agent