Bilingual Policy Specialist

Posted 3 hours ago

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About the role

  • Bilingual Policy Specialist managing in-force insurance inquiries and policy transactions for Manulife, a Canada-based financial services provider. Handling billing, disbursements, policy changes, and customer resolutions.

Responsibilities

  • Handle sensitive issues to ensure customer satisfaction
  • Provide detailed oral and written communication to business areas regarding inquiry resolutions
  • Identify customers’ needs, clarify information, research every issue, and provide solutions or alternatives
  • Manage and respond to in-force insurance inquiries
  • Conduct detailed policy research and historical account reviews
  • Facilitate billing and payment-related transactions, including banking updates, premium mode changes, PAD changes, deposit applications, and other payment requests
  • Process disbursement transactions, including policy surrenders, withdrawals, loans, fund transfers, and other policy payouts
  • Manage policy change transactions, including name changes, face amount decreases, coverage deletions, cost of insurance changes, and other policy maintenance requests
  • Meet personal and team qualitative and efficiency targets

Requirements

  • Excellent verbal and written communication skills
  • Previous experience in the customer service industry
  • Fully bilingual in French and English
  • CEGEP/post-secondary education or equivalent work experience required
  • Keen attention to detail and analytical abilities
  • Proficient computer and keyboarding skills
  • High aptitude to learn and apply information quickly
  • Strong interpersonal skills
  • Capability to work efficiently in a quick-paced, ever-changing environment in a professional manner
  • Customer-centric approach

Benefits

  • Work from home possibilities based on performance
  • Flexible and supportive work environment
  • Learning and career growth support
  • Health insurance
  • Dental insurance
  • Mental health benefits
  • Vision insurance
  • Short- and long-term disability insurance
  • Life and AD&D insurance coverage
  • Adoption/surrogacy benefits
  • Wellness benefits
  • Employee/family assistance plans
  • Retirement savings plans
  • Pension
  • Global share ownership plan with employer matching contributions
  • Financial education and counseling resources
  • Paid holidays
  • Vacation days
  • Personal days
  • Sick days
  • Statutory leaves of absence
  • Incentive programs and incentive compensation tied to business and individual performance

Job title

Job type

Full Time

Experience level

Mid levelSenior

Salary

CA$45,900 - CA$76,500 per year

Degree requirement

Associate's Degree

Location requirements

HybridMontrealCanada

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