Client Care Associate

2 days ago

Elmira, Canada PIB (Programmed Insurance Brokers Inc.) Full time

PIB (Programmed Insurance Brokers Inc.) is a nationally licensed insurance and wealth management agency with access to a wide insurance carrier market and a diverse group of investment firms. Our unique insurance offerings and custom solutions give our clients real choice.

Since 1980, our personal approach, knowledge and industry expertise has helped us earn and retain our clients’ trust and confidence. 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
  • 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.

Status: Full Time – Hybrid.


  • 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.



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


APPLY NOW

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, NS, and Edmonton, AB. Learn more at:

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