Risk management advisor analyzing risks and developing solutions for Desjardins, North America's largest cooperative financial group. Preparing recommendations, reports, and action plans while advising clients, practitioners, and organizational units.
IA
Customer Service Representative – Life Insurance Specialist
Posted last week
About the role
- Agent service clientèle chez iA Financial Group, centre de soutien aux conseillers en assurance vie. Répondre aux demandes, valider les dossiers et résoudre les problèmes administratifs au premier contact.
Responsibilities
- Respond to calls, emails and chats from the sales force
- Assist the sales force with administrative processes for individual life insurance
- Adhere to the manufacturer's procedures and the firm's obligations for sales and transactions on in-force contracts
- Understand the sales force's needs and ensure their satisfaction
- Handle more complex files in close collaboration with insurer/manufacturer teams
- Verify that the firm's files are complete
- Participate in ongoing training on policies, procedures and systems
- Contribute to the development and improvement of work procedures
- Promote communication and collaboration between Insurance specialists, agencies, support and Career services teams, and insurer teams
Requirements
- DEC (College diploma) in Business Administration or a related field
- 2 years of relevant experience
- Comfortable with new technologies
- Strong analytical and problem-solving skills
- Strong ability to build trust-based relationships with key stakeholders
- High adaptability to change
- Positive team player
- Proactive and motivated attitude
- Advanced level of English proficiency to handle daily calls and emails in English with English-speaking advisors and sales agents
Benefits
- A work environment that combines learning and development with a shared commitment to excellence
- A healthy, safe, equitable and inclusive workplace
- Opportunity to work in a hybrid work environment
- Group insurance
- Competitive retirement plan
- Vacation plan
- Telemedicine
- Employee and Family Assistance Program
Job title
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