Bilingual New Business Coordinator managing insurance application data entry and customer communications. Collaborating with underwriting and financial partners for efficient workflow.
Responsibilities
Complete verification data entry of insurance applications
Conduct outbound calls, e-mail and written correspondence to applicants and financial institutions for any “not in good order” documents for missing information.
Calls to customers to book tele-underwriting interviews
Take ownership of these calls to ensure accurate and helpful information is communicated with exceptional customer service
Ensure data tracking and reporting.
Places additional requirements and ensures follow-up with the clients, external firms and other departments within the bank/financial institutions
Perform information searches and ensure the transmission of relevant data to the appropriate stakeholders
Other administration work as required.
Requirements
1 - 2 years of data entry and customer service experience required
Strong English and French language skills for communication with customers in all locations
Post secondary education is preferred
Strong communication skills.
Excellent keyboarding skills and knowledge of PC (Windows, Microsoft Office).
Flexible and adaptable to variances in workflow.
Enthusiastic, innovative.
Solid organizational skills with the ability to prioritize.
Ability to work in a team environment.
Good problem-solving skills.
General knowledge of medical terminology is an asset.
Prior office/telephone work experience is an asset.
Benefits
Flexible work arrangements with monthly financial allocations to support your work-life balance;
Generous starting paid vacation time, plus additional vacation days for every year of service;
Paid volunteer day so you can dedicate time to a cause you are passionate about;
Paid personal and wellness days to support your total wellbeing;
Educational assistance of up to $3,500 a year (with approval from your manager);
Flexible health and wellness account (in addition to comprehensive drug and dental coverage) to help pay for a wide range of wellbeing services that are meaningful to you;
Up to 14% of combined contributions to the RRSP matching program;
Bilingual Senior Contracts Specialist at Stryker overseeing contract management and collaborating with various teams. Responsible for negotiation, compliance, and maintaining contract documentation.
Bilingual Senior Case Manager responsible for case management and reimbursement support at Sentrex Health Solutions. Collaborating with various stakeholders to ensure patient access to prescribed therapies.
Senior Advisor managing high net worth clients' financial journeys at Wealthsimple. Delivering tailored financial plans and enhancing client experiences in a remote work setting.
Associate Specialist handling bilingual Sales inquiries and supporting operations for investment products at PICTON Investments. Engaging in cross - functional collaboration and ensuring compliance in investor operations.
Appliance Delivery Assistant at Gofor Delivers Inc. for appliance installation and customer service in Montreal. Focused on teamwork and delivering exceptional customer experiences.
Manager, Credit specializing in Canadian agriculture and lending practices at FCC. Leading a team of credit managers and overseeing complex credit decisions for agricultural financing.
Bilingual Client Transactions Service Associate managing DS Front Office Operations inquiries and problems. Collaborating with various operations centers to ensure seamless service experience.
Bilingual Service Solutions Unit Representative responsible for timely resolution of client account issues in financial services. Ensuring superior service to clients in their preferred language of choice.
Bilingual Patient Services Associate supporting patient support programs across Canada. Entering data and managing communications for efficient patient service in a fully remote role.
Bilingual Fleet Maintenance Coordinator managing maintenance and repair for fleet assets. Ensuring compliance, minimizing downtime, and supporting operational needs in a fast - paced environment.