Customer Service Representative – Life Insurance Specialist

Jobtailor; Quebec; On-site; CAD 42,000 - 60,000; Full time

Job summary

Jobtailor in Canada is seeking a capable Insurance Sales Support professional to respond to calls, emails and chats from the sales force and assist with administrative processes for individual life insurance.

You will adhere to manufacturer procedures, collaborate with insurer teams, and help improve workflows while ensuring client satisfaction and accurate file completion.

Qualifications

• DEC in Business Administration or related field.
• 2 years of relevant experience.
• Comfortable with new technologies.
• Strong analytical and problem-solving skills.
• Strong ability to build trust-based relationships with key stakeholders.
• High adaptability to change.
• Positive team player.
• Proactive and motivated attitude.
• Advanced level of English proficiency to handle daily calls and emails in English with English-speaking advisors and sales agents.

Responsibilities

• Respond to calls, emails and chats from the sales force.
• Assist the sales force with administrative processes for individual life insurance.
• Adhere to the manufacturer's procedures and the firm's obligations for sales and transactions on in-force contracts.
• Understand the sales force's needs and ensure their satisfaction.
• Handle more complex files in close collaboration with insurer/manufacturer teams.
• Verify that the firm's files are complete.
• Participate in ongoing training on policies, procedures and systems.
• Contribute to the development and improvement of work procedures.
• Promote communication and collaboration between Insurance specialists, agencies, support and Career services teams, and insurer teams.

Skills

Advanced English Proficiency

Analytical And Problem-Solving Skills

Relationship Building

Adaptability To Change

Team Player

Proactive Attitude

Education

DEC In Business Administration

Tools

New Technologies

Job description

• Respond to calls, emails and chats from the sales force
• Assist the sales force with administrative processes for individual life insurance
• Adhere to the manufacturer's procedures and the firm's obligations for sales and transactions on in-force contracts
• Understand the sales force's needs and ensure their satisfaction
• Handle more complex files in close collaboration with insurer/manufacturer teams
• Verify that the firm's files are complete
• Participate in ongoing training on policies, procedures and systems
• Contribute to the development and improvement of work procedures
• Promote communication and collaboration between Insurance specialists, agencies, support and Career services teams, and insurer teams

Requirements

• DEC (College diploma) in Business Administration or a related field
• 2 years of relevant experience
• Comfortable with new technologies
• Strong analytical and problem-solving skills
• Strong ability to build trust-based relationships with key stakeholders
• High adaptability to change
• Positive team player
• Proactive and motivated attitude
• Advanced level of English proficiency to handle daily calls and emails in English with English-speaking advisors and sales agents

Core Competencies

Demonstrates strong analytical and problem-solving skills while effectively managing administrative processes for individual life insurance. Capable of building trust-based relationships with stakeholders and promoting collaboration across teams.

Highest-signal resume keywords

• DEC In Business Administration
• 2 Years Of Relevant Experience
• Advanced English Proficiency
• Analytical And Problem-Solving Skills
• Relationship Building

ATS Optimization Keywords

Soft Skills

• Adaptability To Change
• Team Player
• Proactive Attitude

Industry Keywords

• Individual Life Insurance
• Sales Force Support
• Administrative Processes
• Work Procedures
• Communication And Collaboration

Tools & Technologies

• New Technologies