Customer Care Administration Agent

4 weeks ago

Toronto, Canada Neilson Financial Services Full time

Join to apply for the Customer Care Administration Agent role at Neilson Financial Services. At Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options. Neilson is a leading provider of innovative, simple and great-value direct life insurance products. You may have come across some of our brands such as Cover Direct and Seniors Choice. We have evolved from our origins in the UK, where the business was launched in 2012, to become an award‑winning international operation and leader in the global life insurance market. Today, we have offices in the USA, Canada, Ireland, and Australia in addition to our UK operations. The Customer Care Administration Agent supports the Customer Care department with administrative tasks, demonstrating dedication and a detail‑oriented approach while providing outstanding service to our customers. The role is responsible for efficiently handling the administrative tasks of the Customer Care department processes, ensuring policyholders receive timely and accurate documentation and Neilson’s internal record‑keeping is accurately maintained. Responsibilities include document triaging, accurate record keeping and ensuring compliance with company standards. Responsibilities Administrative Support: Assist the Customer Care teams with various administrative tasks, including updating customer records, preparing and sending templated letters and emails, and uploading information to customer profiles. Document Organisation: Develop and maintain an organised system for managing various documents, ensuring compliance with company standards and confidentiality. Document Triaging: Monitor, categorise and prioritise mail and internal communications, directing them to the appropriate teams or individuals via the document triage workflow. Qualifications 2 years’ experience in administration / support role. Excellent communication and interpersonal skills, with a demonstrated ability to correspond both verbally and written to exceptionally high standards. Demonstrable attention to detail capabilities, the ability to maintain accurate records. Proficient computer skills. Desirable Requirements Knowledge of CA insurance industry, regulations, and standards. Knowledge of practice and procedures in a highly regulated Financial Services environment. What You Bring To The Table Consistently demonstrating Neilson values. Passion for delivering outstanding service. Calm and friendly manner. Strong attention to detail. A hands‑on, common‑sense approach to day‑to‑day work related matters. Ability to multitask and prioritise effectively whilst maintaining an elevated level of quality. Ability to operate well under pressure. #J-18808-Ljbffr

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