OVERVIEW LANGUAGES English
EDUCATION 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 setting
Work under pressure
Tight deadlines
Attention to detail
PERSONAL SUITABILITY Accurate
Client focus
Productive interpersonal skills
Excellent oral communication
Excellent written communication
Organized
Team player
BENEFITS FINANCIAL BENEFITS Life insurance
OTHER BENEFITS Free parking available