Home and Auto Insurance Advisor selling digital personal insurance for PolicyMe. Managing inbound leads, closing policies, and improving customer - first sales processes.
IA
Customer Service Representative – Life Insurance Specialist
Posted last month
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
Job type
Experience level
Salary
Not specified
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