Customer Service Agent

Globe Life American Income Division : McQuade Organization; Ontario; On-site; CAD 40,000 - 55,000; Full time

Job summary

A leading company in the life insurance sector is seeking a detail-oriented Customer Service Representative to manage accounts related to estate management. The ideal candidate will possess strong organizational skills, excellent communication abilities, and a background in life insurance or financial planning. This role is essential for ensuring efficient handling of estate matters and maximizing assets for clients' families.

Benefits

Performance-based incentives and bonuses

Qualifications

• Ability to work independently and manage your schedule effectively.
• Strong organizational skills and attention to detail.
• Comfortable working in a target-driven environment.

Responsibilities

• Serve as the primary point of contact for clients, addressing their needs.
• Analyze clients' financial goals and offer suitable life insurance solutions.
• Prepare, review, and manage all estate-related documentation.

Skills

Organizational Skills

Communication

Problem Solving

Education

High School Diploma

Bachelor’s Degree in Business

Job description

We are seeking a detail-oriented and highly organized CSR to manage and oversee accounts related to our client's estate management. The ideal candidate will have extensive service experience and some knowledge of life insurance, legal considerations, and estate planning. This role is critical to ensuring that estates are effectively managed and assets are maximized for our client's families.

Key Responsibilities

1. Client Relations: Serve as the primary point of contact for clients, addressing their needs, providing updates, and ensuring efficient handling of estate matters.
2. Product Knowledge: Stay updated on the full range of life insurance products (e.g., term life, whole life, universal life) to recommend the best options for clients.
3. Policy Customization: Analyze clients' financial goals and offer suitable life insurance solutions, including coverage options, premium structures, and riders.
4. Follow-Up & Relationship Building: Maintain regular contact with clients to ensure satisfaction and address questions or concerns.
5. Document Management: Prepare, review, and manage all estate-related documentation, such as wills, deeds, and tax forms.
6. Administrative Duties: Ensure accurate submission of paperwork for insurance applications, complying with legal and regulatory standards.
7. Claims Assistance: Support clients through the claims process for a smooth and timely experience.

Qualifications

• High school diploma or equivalent (required); Bachelor’s degree in business, finance, or related field (preferred).
• Ability to work independently and manage your schedule effectively.
• Strong organizational skills and attention to detail.
• Ability to build rapport and establish trust-based relationships with clients.
• Comfortable working in a target-driven environment with sales goals.
• Excellent communication, interpersonal, and problem-solving skills.
• Capacity to handle multiple tasks and priorities in a fast-paced setting.

Preferred Skills

• Experience in the life insurance industry or financial planning.
• Bilingual or multilingual abilities (a plus).
• Knowledge of digital marketing and lead generation tools.
• Understanding of health insurance reimbursement processes.
• Familiarity with residual income accounts.
• Willingness for ongoing training and professional development.
• Performance-based incentives and bonuses.