Customer Service Representative

1 week ago

Winnipeg MB RC P, Canada Clarke Financial Planning and Insurance Services Full time
  • You will be responsible for answering incoming calls, emails, faxes and written correspondence in a professional and courteous manner.
  • Assisting employers and members with their group insurance and pension applications, claim and change forms and submitting the applications, claims and change forms to their insurance company.
  • Help members and employers by providing them with group insurance and pension information in a timely and accurate manner using online services. Able to investigate and solve member health, vision, dental, disability and death claim issues.
  • You will also work with our employer's plan administrators to review, verify, advise, correct, calculate, and file group insurance and pension applications to group insurance and pension partners.
  • Support agents with their individual client's investments and insurance administration issues.
  • Required skills: the ability to use a Windows PC with Microsoft Word and Excel. Additional skills that are helpful are experience with Contact Relationship Management software and Adobe Acrobat Standard software.
  • You must be able to work in a fast-paced, well-established team-oriented office environment reporting to the Supervisor of Customer Service. Other assigned duties as specified or requested.
  • The work schedule is Monday to Friday, 8:30 am to 5:00 pm, with 1 hour for lunch. There is no overtime and no sales work.
  • Preference will be given to applicants who hold or have previously held a Manitoba Life Insurance License and/or Mutual Fund License. Training will be provided to the successful applicant.
  • Salary is negotiable based on experience.

Summary

As a Customer Service Representative, you will be essential in delivering outstanding support to our clients, ensuring their needs are met with professionalism and care.

Job Type: Permanent

Pay: $40,000.00-$45,000.00 per year

Benefits:

  • Disability insurance
  • Life insurance
  • On-site parking

Ability to commute/relocate:

  • Winnipeg, MB R2C 1P9: reliably commute or plan to relocate before starting work (required)

Education:

  • Secondary School (required)

Experience:

  • Customer Service: 5 years (required)

Licence/Certification:

  • LLQP and/or Mutual Fund License(s) (preferred)

Work Location: In person

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