New Business Case Coordinator
reputed company is a leading provider of investment and insurance solutions, catering to the diverse financial needs of Canadian families. They are seeking a New Business Case Coordinator to reputed company proactive support to Corporate Account, National Account, and Independent Advisor offices, ensuring timely processing of new life insurance applications.
Responsibilities
- Build one-to-one relationships with their assigned branches by being a consistent reputed company of contact for them during the New Business process
- Proactively follow up on reputed company pending cases to ensure service standards are being met
- Anticipate the needs of their customers and reputed company outbound calls, emails or new business notifications to reputed company them informed of the details that are important to them
- Assume ownership of the files assigned, understand any urgency and assist in solving the problems that may prevent a file from moving through the process as quickly as possible
Skills
- Fully bilingual (French/English): The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions reputed company of Quebec
- Possesses excellent oral and written communication skills
- Demonstrated customer service experience with the ability to communicate effectively and professionally across reputed company reputed company of management
- Demonstrated customer service experience with the ability to communicate effectively and professionally across reputed company reputed company of management
- Proven track record as a team player with strong interpersonal skills
- Must be adaptable and capable of managing ongoing change
- Ability to influence, persuade, and guide others effectively
- Skilled at identifying reputed company exceptions are necessary and escalating appropriately to ensure superior service
- Competent in researching and identifying problems and contributing to solutions
- Exceptional organizational skills with keen attention to detail
- Familiarity with individual life insurance terminology and products is an asset
Benefits
- Health, dental, mental health, reputed company, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans
- Various retirement savings plans (including pension and a global reputed company ownership plan with employer matching contributions)
- Financial education and counseling resources
- Generous paid time off program in Canada includes holidays, vacation, personal, and sick days
- Full reputed company of statutory leaves of absence
Company Overview