Client Care Associate

4 weeks ago


Elmira, Canada Programmed Insurance Brokers Inc. Full time

Client Care Associate - Life Division
Elmira, ON | Full-Time - Hybrid

POSITION OVERVIEW

Programmed Insurance Brokers Inc. “PIB” is looking for a motivated individual with strong technical and organizational skills to
join our Finance Team, in our Elmira, Ontario office. As a member of our team, you will enjoy a positive work environment,
professional training, and competitive compensation. We promote work/life balance.

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

YOUR ROLE
We are looking for a motivated individual with strong customer service and organizational skills to join our Life Insurance Team in
our Elmira, Ontario office. As a member of our team, you will enjoy a positive work environment, professional training, and
competitive compensation. We promote work/life balance.

RESPONSIBILITIES

Receive and process policy changes as required.
Ensure all changes are processed and recorded in a timely fashion.
Process client and agent calls and assist with their requests.
Investigate policies as needed.
Keep systems up to date with changes/notes.
Assist with other duties in the department as requested.
Participate fully as a member of the team, promote team effectiveness and contribute to a positive work environment.
Ad hoc projects as assigned.

07.29.24

QUALIFICATIONS
3-5 years experience in an office setting.
Experience in individual life insurance an asset.
Proficient in Microsoft Office suite of products.
Highly organized, detail oriented, proactive, and ability to multitask.
Effective communication skills (written and oral) and comfortable interacting with advisors and clients.

COMPETENCIES
Attention to detail to ensure accuracy.
Demonstrated ability to take initiative and work independently.
Clear communicator, verbal and written.
Take initiative to identify issues and seek out resolutions.
Ability to adapt to a changing environment, multi-task and consistently meet deadlines.
Understanding of insurance environment considered an asset.

BENEFITS AND PERKS
A competitive salary, comprehensive benefits package, profit sharing and company pension
Wellness Programs and Social Committees to provide team, family and individual collaboration and culture

around strategic goals, fun, wellness, health and lifestyle
Committed to diversity, equity and inclusion

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,


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