Customer Service Representative with Individual Life Insurance Expertise

7 days ago


Regina, Saskatchewan, Canada Co-operators Assurance et services financiers Full time
About the Role

We are seeking a highly skilled Customer Service Representative to join our team in Regina, SK. As a key point of contact for advisor and client inquiries, you will play a crucial role in maintaining and conserving existing business.

Key Responsibilities
  • Provide expert advice and support to advisors and clients regarding forms, product knowledge, and determining the best next steps for clients.
  • Apply knowledge to provide superior client service, process changes, and investigate requests for purchasing additional insurance.
  • Facilitate solutions and resolve errors regarding Individual Life policies, and process policy loans and withdrawals.
  • Correspond with advisors and clients on tax-related transactions and advise on overall taxable implications.
  • Process policy change lists and complete appropriate coding for reports and correspondence.
  • Provide agents with quotes and policy amendments, and communicate on payment and policy conservation options.
Requirements

To be successful in this role, you will require:

  • 2 years of industry-specific experience.
  • Knowledge of Individual Life products, services, and processes is an asset.
  • Working towards ACS or LOMA (FLMI) designation is an asset.
What We Offer

We offer a comprehensive compensation package, including a salary range of $55,000 - $65,000 per year, depending on experience. Our benefits include training and development opportunities, flexible work options, paid time off, and a supportive workplace culture with a holistic approach to well-being.



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