Bilingual Insurance Advisor

Department Overview

We care for Canadian families, making it easy to get the best advice, protection, and support in their moments of need, always. As the voice of TD, you'll be passionate about understanding our customers. You'll consistently deliver legendary customer service by providing each caller with the right solutions for their unique insurance needs.

Job Details

What You’ll Do

As the voice of TD, you’ll be passionate about understanding our customers while having value based advice conversations. Whether you’re assisting in-bound callers with the exciting purchase of their first home or vehicle to complex inquiries on existing insurance policies, you’ll help us offer trusted support to our clients whenever they need it. You’ll consistently deliver legendary customer service by providing each caller with the right solutions to meet their unique insurance needs.

As a valued member of our Contact Centre Team, you will:

• Make people’s day: strive to deliver an outstanding customer service experience by deepening relations through value based advice conversations, friendly support through your knowledge of TD products, services and solutions.

• Solve problems efficiently: resolve customer inquiries at the first point of contact by asking questions and responding with empathy to their concerns.

• Achieve your goals: consistently reach performance objectives, including customer experience survey results, advice and quality goals, compliance regulations, and productivity targets.

• Never stop learning: actively participate in ongoing training and coaching support to help you continue to grow and develop in your role.

Where You’ll Work

After completing in-person training and onboarding sessions, the role operates in a hybrid workplace model as there is a mix of collaborative and independent activities associated with this position. You are expected to work from a TD premise at least 2 days a week and you have flexibility to work from your secure, private home office on other days that meets minimum system requirements (ex: high speed internet, etc.). Please be advised that hybrid model details may change based on business needs/requirements. The hiring manager will provide more information about how this works for their team.

Job Requirements

What You Need to Succeed

We’re proud to work with a group of diverse colleagues. If you have relevant experience that isn’t mentioned below, tell us about it in your resume or cover letter.

• Post secondary education and/or relevant experience

• (Quebec ONLY ) minimum education requirement: Secondary school diploma or equivalent level of education and a decision issued by the AMF recognizing at least three years of full-time employment experience.

• Must be available to work Monday – Friday between 8am – 11pm and Saturdays between 9am – 6pm

• Exceptional listening skills and a curiosity to help customers meet their needs and resolve concerns with value based advice conversations. (Preference given to those with experience in financial or service industries.)

• Ability to multitask and navigate through computer systems, applications, and multiple screens with speed and accuracy while balancing performance to meet a variety of metrics.

• Digital literacy across a broad range of devices (e.g., smartphones, tablets, laptops, headsets, etc.).

• Flexibility, resiliency, and a positive attitude when responding to challenging situations.

• Ability to work both independently and as part of a team.

• Integrity when managing sensitive customer information in alignment with Regulatory and Compliance guidelines related to servicing and sales practices.

• Ability to communicate effectively with customers and colleagues, both verbally and in writing.

• General Insurance (Ex: Other Than Life for Ontario) and/or license in your home province is an asset.

Additional Information

We’re delighted that you’re considering building a career with TD. Through regular colleague development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, to identify your areas of interest and develop an effective career plan. Whether you enjoy influencing and leading others, or you are an innovative thinker that enjoys business planning and working on initiatives, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

Additionally, you will have access to a variety of mentoring programs to help you unlock future opportunities.

Training & Onboarding

We’re hosting in-person training and onboarding sessions at [LOCATION] for 11 weeks to ensure you’ve got everything you need to succeed in your new role. The training which will require your commitment which will include but not limited to, licensing, systems, and procedures.

Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

National Occupation Classification (NOC) Code

14201 – Banking, insurance and other financial clerks (NOC)