Customer Service Administration Representative, Individual Life

3 weeks ago

Regina, Canada Co-operators Full time

Company: CLIC

Department: Client Services

Employment Type: Regular Full Time

Work Model: Hybrid

Language: English is required, French is an asset.

The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.

Our Client Services team aspires to create a seamless and personalized client experience. Our professional, agile and knowledgeable team works collaboratively to understand and anticipant the needs of our clients, helping our organization to grow. We foster open communication and think innovatively to find mutually beneficial solutions for our clients.

The Individual Life Customer Service Administration Representative is the main point of contact for advisor and client inquiries which is critical to maintaining and conserving existing business. This role builds trust and reputation through strong relationships with various internal departments, advisors, and external clients through daily interactions while providing a consistent and seamless client experience.

How you will create impact:

Provide judgement, education support, bilingual service and advice to advisors, internal departments, all Individual Life departments, billing, wealth management and new business clients for submitting forms, product knowledge, and determining the next steps that are in the best interest of the client. Application of knowledge used in the role to provide superior client service, process contractual and non-contractual changes, investigate requests and the underwriting requirements for purchasing additional insurance through dividends and paid up additions. Facilitate solutions and resolve any errors regarding Individual Life policies, and process policy loans, dividend withdrawals and surrenders on all Individual Life products. Correspond with advisors and clients on a variety of tax related transactions (taxable gains, withholding tax, dividend and loan taxation) and advice on overall taxable implications for various Individual Life products. Process policy change lists, over loaned, unclaimed property and outstanding disbursement reports, complete appropriate coding for reports and send applicable correspondence. Provide agents with quotes, duplicate contracts, policy amendments and memorandums for all after issues changes, educate agents on over loaned policies and communicate with advisors and clients on the terms of payment and policy conservation options. Ensure Policy Contracts, procedures, CRA, CHLIA, Federal and Provincial Insurance Acts and guidelines are adhered to. Provide guidance and judgement with surrenders and withdrawals for all Individual Life Products and provide the best options for the clients to reduce tax implications. Authorization limit up to $150, with management approval and $25, on manual cheques.

How you will succeed:

You influence change and are committed to continuous improvement, in order to exceed client expectations. You leverage critical thinking skills to identify problems and proactively propose solutions.  Your strong communication skills allow you to clearly convey messages. You’re an effective team player who shares knowledge to support your peers.

To join our team:

2 years of previous experience specific to the industry. Knowledge of all Individual Life products, services, processes and systems is an asset. Working towards ACS or LOMA (FLMI) designation is an asset.

What's in it for you?

Training and development opportunities to grow your career. Flexible work options and paid time off to support your personal and family needs. A holistic approach to your well-being, with a supportive workplace culture. Paid volunteer days to give back to your community. In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (, health and wellness, dental, disability and life coverage), mental health support and an employee assistance program. 

  • Customer Service Representative

    3 weeks ago

    Regina, Saskatchewan, Canada Co-operators Full time

    At Co-operators, we're committed to creating a seamless and personalized client experience. Our Client Services team works collaboratively to understand and anticipate the needs of our clients, helping our organization to grow.The Individual Life Customer Service Administration Representative is the main point of contact for advisor and client inquiries,...

  • Customer Service Representative

    5 months ago

    Regina, Canada Steel-Craft Door Sales & Service Ltd. Full time

    **Your Opportunity** Steel-Craft recognizes employees as individuals with different interests, abilities, needs, and values. We provide a positive environment that respects this individuality and allows for meaningful opportunities for personal development and satisfaction. **Position** Customer Service Representative - Regina, SK **Key...

  • Sun Life Financial Services Representative

    3 weeks ago

    Regina, Saskatchewan, Canada Sun Life Full time

    Unlock your potential as a Sun Life Financial Services Representative and build a successful business with our exceptional training and support.As a Sun Life advisor, you'll enjoy competitive compensation, ongoing recognition for your achievements, and the freedom to work independently.Key responsibilities include:Prospecting within your network and...

  • Customer Service Representative

    2 months ago

    Regina, Canada Glacier Glass Service Ltd Full time

    *Job Summary* As a Customer Service Representative, you will be the first point of contact for customers, assisting them with their inquiries, resolving issues, and providing exceptional service to ensure customer satisfaction. *Duties* - Assist customers with order placement, tracking, and returns - Upsell products or services to increase sales revenue -...

  • Sun Life Financial Services Representative

    2 months ago

    Regina, Saskatchewan, Canada Sun Life Full time

    Unlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?As a Sun Life Financial Advisor, you will have the opportunity to work with a...

  • Sun Life Financial Services Representative

    2 months ago

    Regina, Saskatchewan, Canada Sun Life Full time

    Unlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?As a Sun Life Financial Advisor, you will have the opportunity to work with a...

  • Customer Sales Representative

    1 week ago

    Regina, Canada Steel-Craft Door Sales & Service Ltd. Full time

    **Your Opportunity** Steel-Craft recognizes employees as individuals with different interests, abilities, needs, and values. We provide a positive environment that respects this individuality and allows for meaningful opportunities for personal development and satisfaction. **Position** Customer Sales Representative - Regina, SK **Key...

  • Customer Service Representative

    3 weeks ago

    Regina, Saskatchewan, Canada Regina Public Library Full time

    Customer Service RepresentativeRegina Public Library is seeking a Customer Service Representative to join our team. As a key member of our customer-focused culture, you will be responsible for delivering exceptional library services to our patrons.Responsibilities:1. Provide proactive customer service, ensuring the highest standards of customer satisfaction...

  • Customer Service Representative

    2 weeks ago

    Regina, Canada Integrated Power Services Full time

    IPS is seeking dedicated Office and Administrative staff to be the backbone of our innovative team. At IPS, we know that great ideas and groundbreaking projects rely on exceptional support behind the scenes. Your professional growth and development are our priority, so your opportunities here are unlimited. We care for our team members, offering a...

  • Customer Service Representative

    2 weeks ago

    Regina, Saskatchewan, Canada Integrated Power Services Full time

    Job Title: Customer Service RepresentativeJob Summary: IPS is seeking dedicated Office and Administrative staff to be the backbone of our innovative team. At IPS, we know that great ideas and groundbreaking projects rely on exceptional support behind the scenes. Your professional growth and development are our priority, so your opportunities here are...

  • Customer Service Representative

    4 weeks ago

    Regina, Saskatchewan, Canada Speedy Cash Canada Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Customer Service Representative to join our team at Speedy Cash Canada. As a key member of our customer support team, you will be responsible for providing exceptional service to our clients, resolving their inquiries and concerns in a timely and professional manner.Key ResponsibilitiesProvide...

  • Customer Service Representative

    1 month ago

    Regina, Saskatchewan, Canada SaskPower Full time

    Job Title: Customer Service RepresentativeJob Summary:SaskPower is seeking a Customer Service Representative to join our team. As a Customer Service Representative, you will be the primary contact for SaskPower in our Customer Care Centre. You will respond to customer inquiries, concerns, and complaints in a timely, efficient, and courteous manner.Key...

  • Customer Service Representative

    1 month ago

    Regina, Saskatchewan, Canada SaskPower Full time

    Job Title: Customer Service RepresentativeJob Summary:SaskPower is seeking a Customer Service Representative to join our team. As a Customer Service Representative, you will be the primary contact for SaskPower in our Customer Care Centre. You will respond to customer inquiries, concerns, and complaints in a timely, efficient, and courteous manner.Key...

  • Customer Service Representative

    2 weeks ago

    Regina, Canada Integrated Power Services Full time

    IPS is seeking dedicated Office and Administrative staff to be the backbone of our innovative team. At IPS, we know that great ideas and groundbreaking projects rely on exceptional support behind the scenes. Your professional growth and development are our priority, so your opportunities here are unlimited. We care for our team members, offering a...

  • Customer Service Representative

    3 weeks ago

    Regina, Canada Integrated Power Services Full time

    IPS is seeking dedicated Office and Administrative staff to be the backbone of our innovative team. At IPS, we know that great ideas and groundbreaking projects rely on exceptional support behind the scenes. Your professional growth and development are our priority, so your opportunities here are unlimited. We care for our team members, offering a...

  • Customer Service Representative

    4 weeks ago

    Regina, Saskatchewan, Canada SaskPower Full time

    Job Title: Customer Service RepresentativeSaskPower is seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our Customer Care Centre, you will be responsible for providing exceptional customer service to our clients, responding to inquiries, and resolving issues in a timely and efficient...

  • Customer Service Representative

    5 months ago

    Regina, Canada Kreos Aviation Full time

    **Kreos Aviation Inc.** **Customer Service Representative** We are currently scouting a member to join our team as a Casual Part-time Customer Service Representative (CSR) for evenings and weekends. FBO CSRs act as the first impression for all charter, fuel and FBO Customers. The individual in this position must have the ability to provide engaging,...

  • Customer Service Representative

    4 weeks ago

    Regina, Saskatchewan, Canada Integrated Power Services Full time

    Customer Service Representative Job DescriptionAt Integrated Power Services, we're seeking a highly skilled and dedicated Customer Service Representative to join our team. As a key member of our administrative staff, you will provide exceptional support to our management team and customers.Responsibilities:Provide administrative support to management and...

  • Customer Service Representative

    4 weeks ago

    Regina, Saskatchewan, Canada Integrated Power Services Full time

    Customer Service Representative Job DescriptionAt Integrated Power Services, we're seeking a highly skilled and dedicated Customer Service Representative to join our team. As a key member of our administrative staff, you will provide exceptional support to our management team and customers.Responsibilities:Provide administrative support to management and...

  • Customer Service Representative

    5 months ago

    Regina, Canada Kreos Aviation Full time

    **Kreos Aviation Inc.** **Customer Service Representative** We are currently scouting a member to join our team as a Casual Part-time Customer Service Representative (CSR) for weekends and evenings. FBO CSR’s act as the first impression for all charter, fuel and FBO Customers. The individual in this position must have the ability to provide engaging,...