Join a dedicated insurance team as a Policy Clerk, working in office to process claims and manage financial transactions. Your role will focus on providing excellent client service while maintaining accuracy and organization.This position requires two to three years of experience in insurance and financial services. You will handle policy changes, calculate premiums, and prepare listings of stocks and securities. Client interaction is a crucial part of this role as you provide investment information and address account discrepancies.Key Responsibilities:Process insurance claims transactions efficientlyUpdate and retrieve essential financial dataAdminister changes to insurance policiesCalculate and prepare RRSP and term depositsProvide excellent customer service and investment guidanceRequirements:2-3 years of relevant experience in insuranceEducational background in finance or related fieldsStrong attention to detail and organizational skillsExcellent oral and written communication skillsAbility to work under pressure with tight deadlinesBring your expertise in insurance and finance to this engaged team, serving clients with accuracy and focus.

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