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Bilingual New Business Coordinator
2 months ago
Summary: We are seeking a detail-oriented and organized individual to support the processing of new life insurance applications and provide exceptional customer service to internal clients.
This is a hybrid role that requires a strong attention to detail, excellent communication skills, and the ability to work effectively in a team environment. The successful candidate will be responsible for processing new life insurance applications, communicating with advisors and vendors, and providing daily updates to the manager.
The ideal candidate will have a sound knowledge of Windows-based programs, excellent keyboarding skills, and the ability to work independently. Experience with UWPro and Onbase is an asset.
Key Responsibilities:
- Process new life insurance applications with absolute attention to accuracy and detail
- Communicate with advisors, vendors, and regional staff to follow up on outstanding requirements
- Provide exceptional customer service to internal clients
- Special handling of requests and modifications as required
- Manage fluctuating volumes and change in direction to meet service standards
- Problem solve with day-to-day work assignments
- Provide daily updates to the manager on volumes processed, process times, and other required metrics
What We Offer:
- A healthy work-life balance with employee wellness top of mind
- Annual bonus program, annual vacation allowance, and company-paid benefits program
- An additional paid volunteer day each year
- Immediate enrollment in the company's pension program with employer matching
- Employee resource groups that support an inclusive work environment
- Tuition support and specialized program assistance
- An onsite full-service cafeteria with a variety of daily options
- Discounts on company products and services, and access to exclusive employee perks
- Regular EQ Together events focused on company togetherness and collaboration
Requirements:
- Sound knowledge of Windows-based programs and excellent keyboarding skills
- Highly organized with excellent attention to detail
- Strong communication skills; both verbal and written
- Ability to work effectively in a team environment with a focus on team goals
- Process driven with a superior customer service attitude
- Experience with UWPro and Onbase an asset
