- 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