Customer Service Representative
7 days ago
Job Summary
We are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Specialist. In this role, you will be responsible for providing exceptional service to our clients and stakeholders, ensuring that their needs are met and exceeded.
Key Responsibilities
- Provide timely and accurate responses to client inquiries, both written and verbal
- Manage and maintain accurate records and data, including plan and member information
- Process and handle various transactions, including financial transactions and reporting
- Foster strong relationships with clients, plan administrators, brokers, and advisors
- Handle sensitive and complex issues in a timely and accurate manner
Accountabilities
- End-to-end handling of death and marriage breakdown transactions, including requirement gathering, communications, and payments
- Standard and customized client reporting, including Annual Information Returns and responses to external auditors
- Daily administration, including contribution processing, investment fund changes, payment of member benefits, and basic reporting
Requirements
- Customer service-focused with a positive can-do attitude
- Strong communication skills, both written and verbal
- Organized and able to work in a dynamic and changing environment
- Strong interpersonal skills, with the ability to work independently and as part of a larger team
- Self-motivated with the ability to effectively multi-task and meet tight deadlines
- Ability and desire to produce quality work
- Fluency in Microsoft Office tools, including Word and Outlook, proficient in Excel
- Knowledge of investment/retirement arrangements and/or GRS business processes an asset
- Knowledge of rules and regulations as they relate to GRS products an asset
- Bilingual French/English an asset
About Canada Life
At Canada Life, we are committed to providing an inclusive and accessible environment where all employees and customers feel valued, respected, and supported. We are dedicated to building a workforce that reflects the diversity of the communities we serve, and to creating an environment where every employee has the opportunity to reach their potential.
We are an equal opportunities employer and welcome applications from diverse candidates. If you require a reasonable accommodation during the application process, please contact us.
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