Reports to: Manager, Inforce Services
Duties will include:
Provide excellent customer service to clients and brokers via Phone and e-mail
Take Inbound calls and make out outbound calls
Be able to handle all basic customer service transactions and handle escalations and questions from entry level team
Process complicated inquiries, transactions and policy changes within service level parameters such as:
Beneficiary changes, ownership changes, collateral assignments
Record power of attorney requests plus complete public guardian assignments
Handle Bankruptcy trustee inquiries
Policy cancellation and Cash Value Surrenders
Term policy conversion inquires and changes
Provide job shadowing and training support as required
Other duties as required
Excellent customer service skills demonstrating patience, diplomacy and empathy balancing the interests of the organization
Excellent phone skills
Knowledge and experience on complex life insurance policy changes and transactions
Demonstrated depth of product and business process knowledge within scope of duties
Proven ability to meet deadlines and to work under the pressures of multi-tasking
Team oriented attitude and technical coaching experience an asset
Relevant call center experience or customer service experience within the financial services industry
LOMA courses beyond Level I pursued up to and including FLMI
French is a must
Here is your chance to stand out. Tell Canada Protection Plan what makes you the perfect fit for the role. You can also use an existing pitch to apply to multiple positions.
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Where do you see yourself in 5 years?
What unique skills or experience are you bringing to the team?