financial services representative

1 week ago

Mississauga, Ontario, Canada Akal Insurance Full time $40,000 - $60,000 per year
  • Education: Bachelor's degree
  • Experience: 1 year to less than 2 years
  • or equivalent experience
  • Work setting
  • Insurance company
  • Tasks
  • Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
  • Review and evaluate new administrative procedures
  • MS Office
  • Establish work priorities and ensure procedures are followed and deadlines are met
  • Assist in the preparation of operating budget and maintain inventory and budgetary controls
  • Assemble data and prepare periodic and special reports, manuals and correspondence
  • Ensure appropriate forms, medical examinations and other policy requirements are completed
  • Monitor insurance claims and respond to clients' enquiries
  • Investigate complaints
  • Computer and technology knowledge
  • MS Excel
  • Area of specialization
  • Wealth management
  • Reports
  • Work conditions and physical capabilities
  • Attention to detail
  • Fast-paced environment
  • Large caseload
  • Tight deadlines
  • Work under pressure
  • Personal suitability
  • Accurate
  • Client focus
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Flexibility
  • Judgement
  • Organized
  • Team player
  • Integrity
  • Quick learner
  • Financial benefits
  • Bonus
  • Other benefits
  • Free parking available
  • Work Term: Permanent
  • Work Language: English
  • Hours: 35 hours per week

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