- College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
- or equivalent experience
Experience
2 years to less than 3 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting
- Insurance
- Financial management/services
Responsibilities
Tasks
- Process claims transactions
- Store, update and retrieve financial data
- Administer policy changes
- Prepare stocks, bonds and securities listings data
- Provide clients with information
- Prepare RRSP and term deposits
- Sort, verify and process financial transactions
- Calculate insurance premiums
- Maintain financial information and securities listings
- Compile and maintain insurance data and records
- Notify customers regarding account discrepancies
- Provide customer service
- Provide investment information and service to clients
- Maintain filing system
Experience and specialization
Insurance experience
- Health insurance
- Life insurance products
- Individual insurance
Area of work experience
- Policy and administration
- Correspondence
Additional information
Work conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
Personal suitability
- Accurate
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Organized
- Team player