Bilingual Platinum Specialist (English / French)

Primerica; Mississauga; On-site; CAD 50,000 - 70,000; Full time

Job summary

Une entreprise de services financiers en pleine croissance à Mississauga recherche un Platinum Specialist pour fournir un soutien spécialisé aux leaders canadiens. Ce poste implique la gestion des opérations d'assurance-vie, le développement des relations clients, et l'analyse des performances pour améliorer l'expérience globale. Le candidat idéal sera un communicateur efficace avec une solide expérience dans l'industrie de l'assurance, prêt à faire preuve d'initiative et à travailler sous pression.

Qualifications

• Diplôme universitaire ou expérience équivalente.
• Excellente communication verbale et écrite en anglais et en français.
• Expertise en opérations d'assurance-vie et PFSL.

Responsibilities

• Gérer les appels des leaders canadiens, offrant un service spécialisé.
• Collaborer avec la direction pour identifier et recommander des améliorations.
• Préparer et analyser des statistiques commerciales pour éclairer la prise de décision.

Skills

Communication

Problem-solving

Analytical skills

Relationship building

Education

University degree or equivalent experience in the Insurance Industry

Tools

MS Office

Job description

About this Position

We are seeking a Platinum Specialist to join our Platinum Call Centre. This role involves providing specialized support to our top Canadian leaders, helping to streamline their administrative processes and enhance their experience with our company.

Responsibilities:

• Handle calls from top Canadian leaders, offering expedited and specialized service to reduce their administrative burdens.
• Support leaders in all aspects of Life Operations, including Life Policies, Commissions, Licensing, and PFSL.
• Collaborate with management to identify improvement opportunities and recommend enhancements to the Field’s overall experience with the Home Office.
• Ensure the delivery of quality service by resolving inquiries promptly; maintain ownership of issues requiring follow-up until resolution.
• Proactively review leaders’ statistics and assist them in achieving company targets.
• Develop and maintain strong relationships with Top Producer Members.
• Prepare and analyze business statistics to inform decision-making.
• Stay current on policy and procedural updates.
• Ensure compliance with legal and ethical standards to protect the company’s authority to do business.
• Perform miscellaneous duties as required.

Qualifications:

• University degree or equivalent experience in the Insurance Industry.
• Excellent verbal and written communication skills in English and French.
• Ability to adapt quickly to changes in procedures or policies.
• Experience in sales or business ownership is an asset.
• Self-motivated with initiative and innovative thinking.
• Subject Matter Expert in Life Insurance Operations and PFSL.
• Strong problem-solving and analytical skills.
• Consistently meet or exceed service expectations.
• Ability to prioritize tasks, pay attention to detail, and work under pressure.
• Proficient in MS Office (Word, PowerPoint, Excel).

We are an Equal Opportunity Employer committed to diversity and inclusion. We provide equal opportunities regardless of race, sex, color, religion, national origin, age, disability, and other protected classes. We believe diversity fosters innovation and growth, and we invest in our employees to create an inclusive workplace.