About the role

Bilingual New Business Coordinator ensuring accurate insurance applications for Canadians. Collaborating with customers and partners in a detail-driven role that emphasizes accuracy and teamwork.

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.

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.

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;
Family-friendly maternity/parental leave and,
Many more benefits, perks and programs.