Customer Service Partner

Job Purpose: The Customer Service Partner is responsible for managing and resolving client requests and issues across multiple channels and segments, while liaising with the Direct Sales Force and other internal stakeholders, to support Allianz Trade in new business production and customer retention.

Existing vacancy: Yes

Key Responsibilities/What You Do

• Assist in managing a large portfolio of policies, with key responsibilities to include: communication with Agents in regards to renewal changes and policy distribution
• Answers standard customer requests by phone or email on various topics across all core functions
• Works closely with Agents to accurately expedite new business application input
• Responsible for managing integrity of System Contacts for assigned portfolio
• Applies technical knowledge to customer queries to provide solutions.
• Takes personal responsibility for the implementation of service standards.
• Documents all interactions with clients within the CRM and ticketing system.
• Identifies process improvements based on exposure to client issues and concerns that directly impact retention and new business production
• Interprets and analyzes data and other information provided by clients as a means to suggest optimal solutions to issues and concerns.
• Helps to generate and implement WOW! moments with EH clients and brokers
• Other duties as assigned

Key Requirements/What You Bring

• Prior credit insurance and commercial banking experience a plus
• Prior customer service experience
• High level of computer literacy with an ability to quickly acclimate to new systems.
• Exceptional internal external client service mentality
• Excellent troubleshooting skills
• Ability to assimilate and apply information from multiple functions
• Excellent written and verbal communication skills
• Excellent technical and analytical skills
• Proven ability to manage multiple work functions in a high volume setting
• Self-motivated team player
• College or University degree in related field
• Insurance license – an asset
• 2-3 years customer service experience in a B2B environment
• Trade Credit Insurance experience – an asset
• Highly computer literate with proficiency in Word, Excel and similar software.
• Proficiency in English and French is required for this position, as it involves both oral and written communication with our internal partners, clients across Canada, and other Allianz Trade teams located throughout the Americas region

Allianz Trade in Canada welcomes all applicants with disabilities, and accommodations are available upon request.

Allianz Trade is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, colour, gender, gender identity, gender expression, creed, religion, sex, national origin, age, marital status, citizenship, place of origin, ancestry, disability, sexual orientation, record of offences, or any other basis of discrimination prohibited by applicable human rights legislation and in Quebec on the basis of race, colour, sex, gender identity or expression, pregnancy, sexual orientation, civil status, age except as provided by law, religion, political convictions, language, ethnic or national origin, social condition, a handicap or the use of any means to palliate a handicap.

Guided by a fair and transparent process and applicable legislation, for this position, Artificial Intelligence (AI) tools may be used during the recruitment process to screen, assess or select applicants.

Join us to leverage your expertise in artificial intelligence and contribute to cutting-edge projects that shape the future of our industry.

We thank all applicants for their interest, however, only those candidates selected for an interview will be contacted.

Headquartered in Paris, Allianz Trade is the global leader in trade credit insurance and a recognized specialist in the areas of surety, collections, structured trade credit and political risk, present in over 40 countries with 5,800 employees. In 2024, our revenues reached 3.8 billion euros, and we guaranteed 1,400 billion euros of trade transactions worldwide. With sustainability, collaboration, and inclusion at the heart of our values, our workplace culture has earned global recognition, demonstrated by our certification as a Great Place to Work and a Gold Medal from EcoVadis in 2025. Disclaimer: Allianz Trade is the trademark used to designate a range of services provided by Euler Hermes.