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Spec Client Service Representative-12
4 weeks ago
**Grow your career with a growing organization**
Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
- verifying proper authorizations received
- interpreting policy provisions, tax regulations, existing guidelines, and system processes in order to process transactions
- doing or verifying calculations
- making system updates
- issuing of cheques and related accounting entries
- confirmation of policy revisions
- participate in cross-training efforts, administrative routines and otherwise support leadership in the effective operations of the team.
- administering in force transaction for Individual Customer insurance policies following defined procedures, including:
- a wide variety of financial and non-financial changes
- covering decades of historical policy series
Required Capabilities:
- Required relevant experience 1-2 Years.
- Excellent verbal and written communication skills
- Proven attention to detail
- Self-motivated, organized and thrives while handling competing priorities in a fast-paced environment
- Proven flexibility, and ability to learn and grasp new concepts
EDUCATION: Community College Diploma
Specialized Knowledge/Experience:
- Insurance industry related courses an asset
- Some understanding of insurance and/or financial services as well as customer service experience
- Computer savvy - Office365 proficient
- Knowledge of insurance products would be an asset
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
**COVID
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