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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.

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

Job title

Job type

Full Time

Experience level

JuniorMid level

Salary

CA$45,000 - CA$55,000 per year

Degree requirement

Associate's Degree

Location requirements

HybridWaterlooCanada

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