Licensed Insurance Representative Assistant

The Opportunity: 

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities. 

Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs.

The Licensed Insurance Representative Assistant provides administrative support to the Contact Centre Staff.
 

How you will create impact:

• Responsible for preparing letters, endorsements, liability slips, binders, 3rd party requests and experience letters to our clients by means of LIR request via the Datacapture database and the LIRA queue.
• Responsible for the administrative Exdate process working with sales and marketing.
• Process the pool of risk alert abeyances.
• Responsible for monitoring Internet services and sales email boxes and taking appropriate action.

How you will succeed:

• You influence change and are committed to continuous improvement, in order to exceed client expectations.   
• You leverage critical thinking skills to identify problems and proactively propose solutions.  
• Your strong communication skills allow you to clearly convey messages.   
• You’re an effective team player who shares knowledge to support your peers.   
  
  

To join our team:

• Good computer and keyboarding skills with a minimum of 35 wpm.
• Previous office experience is an asset.
• Proficiency in both English and French is essential to the main duties in this role, including servicing and communicating primarily with majority anglophone and francophone clients, groups, and teams. The essential non-French duties are not assignable to adjacent or other team members. 

What you need to know:

• This role operates in a call centre environment where a high level of audio and visual concentration is required for extended periods of time. 
• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.  
  
  

What’s in it for you?

• Training and development opportunities to grow your career. 
• Flexible work options and paid time off to support your personal and family needs. 
• A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture. 
• Paid volunteer days to give back to your community. 
• A comprehensive total rewards package, including competitive salary, bonus, pension and benefits. 

 

#IN-DNI #LI-DNI

Qualifications

Licences & Certifications

Required

License Required