financial services representative

Akal Insurance; Mississauga; On-site; CAD 30,000 - 60,000; Full time

Job summary

A leading insurance firm in Peel Region, Mississauga is seeking a motivated professional to assist clients in addressing their financial objectives. This role entails evaluating new administrative procedures and preparing reports. Ideal candidates should possess a Bachelor's degree and strong communication skills, with a focus on client service. Experience in the insurance industry is beneficial. The position offers a permanent contract with flexible hours and a bonus structure.

Benefits

Free parking available

Bonus

Qualifications

• Experience of 1 to less than 7 months in a related role.
• Ability to monitor insurance claims and respond to client inquiries.
• Proficient in assembling data and preparing reports and correspondence.

Responsibilities

• Assist clients with financial objectives like business expansion.
• Review and evaluate administrative procedures.
• Maintain budget and inventory controls.

Skills

Client focus

Excellent written communication

Flexibility

Attention to detail

Education

Bachelor's degree or equivalent experience

Tools

MS Office

MS Excel

Job description

Education

• Bachelor's degree
• or equivalent experience

Asset languages

• Hindi
• Panjabi; Punjabi

Work setting

• Insurance company

Tasks

• Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
• Review and evaluate new administrative procedures
• MS Office
• Establish work priorities and ensure procedures are followed and deadlines are met
• Assist in the preparation of operating budget and maintain inventory and budgetary controls
• Assemble data and prepare periodic and special reports, manuals and correspondence
• Ensure appropriate forms, medical examinations and other policy requirements are completed
• Monitor insurance claims and respond to clients\' enquiries
• Investigate complaints

Computer and technology knowledge

• MS Excel

Area of specialization

• Reports

Work conditions and physical capabilities

• Attention to detail
• Fast-paced environment
• Large caseload
• Tight deadlines
• Work under pressure

Personal suitability

• Accurate
• Client focus
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Flexibility
• Judgement
• Organized
• Team player
• Integrity
• Quick learner

Experience

• 1 to less than 7 months

Financial benefits

• Bonus

Other benefits

• Free parking available
• Durée de l\'emploi : Permanent
• Langue de travail : Anglais
• Heures de travail : 35 hours per week