OVERVIEWLANGUAGESEnglishEDUCATIONCollege, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 yearsor equivalent experienceEXPERIENCE2 years to less than 3 yearsON SITEWork must be completed at the physical location. There is no option to work remotely.WORK SETTINGInsuranceFinancial management/servicesRESPONSIBILITIESTASKSProcess claims transactionsStore, update and retrieve financial dataAdminister policy changesPrepare stocks, bonds and securities listings dataProvide clients with informationPrepare RRSP and term depositsSort,



verify and process financial transactionsCalculate insurance premiumsMaintain financial information and securities listingsCompile and maintain insurance data and recordsNotify customers regarding account discrepanciesProvide customer serviceProvide investment information and service to clientsMaintain filing systemEXPERIENCE AND SPECIALIZATIONINSURANCE EXPERIENCEHealth insuranceLife insurance productsIndividual insuranceAREA OF WORK EXPERIENCEPolicy and administrationCorrespondenceADDITIONAL INFORMATIONWORK CONDITIONS AND PHYSICAL CAPABILITIESFast-paced environmentWork under pressureTight deadlinesAttention to detailPERSONAL SUITABILITYAccurateClient focusEfficient interpersonal skillsExcellent oral communicationExcellent written communicationOrganizedTeam playerBENEFITSFINANCIAL BENEFITSLife insuranceOTHER BENEFITSFree parking available

📌 Policy Clerk - Insurance (Kitchener)
🏢 Lynne C. Romero Solutions
📍 Kitchener