Client Care Associate

1 month ago

Elmira, Canada PIB (Programmed Insurance Brokers Inc.) Full time

ABOUT US:

Programmed Insurance Brokers Inc. (PIB) is a leading full-service, multi-line insurance, and financial services agency, established in 1980. As a nationally licensed agency with access to a diverse insurance carrier market and investment firms, PIB offers unique insurance solutions and custom financial services that empower our clients with real choices. Our personalized approach, industry expertise, and commitment to integrity have helped us earn and retain our clients’ trust and confidence over the years.


No matter how small or how large your insurance or financial planning needs are - whether you have a personal or corporate need - we can help you find an insurance or financial solution that will work for you.

  • Wealth Management & Financial Planning
  • Commercial Business Solutions
  • Group Benefits & Group Retirement Services
  • Life Insurance & Living Benefits
  • Home & Auto Insurance


RESPONSIBILITIES:

  • Responsible for working with our Insurance Carrier business – RRSP, TFSA, Non-Reg, RRIF, LIF
  • Working with GIC Block
  • Working with assigned GRS Block
  • Processing Statements (Annually and Quarterly)
  • Processing Buys/Trades and Redemptions
  • Process Death Claims
  • Maintain client records
  • Department reporting
  • Other tasks inline with this position as assigned
  • Participate fully as a member of the team, promote team effectiveness and contribute to a positive work environment


QUALIFICATIONS:

  • 3-5 years’ work experience preferably in a financial/insurance environment
  • Knowledge in investment processes and procedures (Mutual Funds, RRSP, RRIF, TFSA, RESP)
  • Proficient in Microsoft Office suite of products, with the ability to adapt to different systems
  • Highly organized, detail oriented, proactive, and ability to multitask
  • Effective communication skills (written and oral) and comfortable interacting with Sales Advisors throughout the organization
  • Mutual Fund license would be an asset by not required
  • Bilingual (French) would be an asset but not required


APPLY NOW:

PIB is an innovative leader in the insurance industry. Our head office is in Elmira, ON, with subsidiary offices in London and Chatham, ON, Bedford, NS, and Edmonton, AB. Learn more at: www.pib.com.


Navacord, and all our Broker Partners are actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.

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