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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in managing life and critical illness insurance applications with a focus on accuracy and productivity. Bilingual in French and English, capable of effective communication and multitasking in a fast-paced environment.
Highest-signal resume keywords
Bilingual French And EnglishProficient In Microsoft WordProficient In Microsoft ExcelStrong Written Communication SkillsKnowledge Of Individual Life Insurance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Keyboarding SkillsAttention To DetailDocument ReviewQuality ControlData EntryResearch SkillsContract PreparationEmail ManagementProblem SolvingProductivity Tracking
Soft Skills
MultitaskingConcise CorrespondenceClient Service Management
Tools & Technologies
Reference ToolsJob AidsExcel Tracking Reports
Industry Keywords
Life InsuranceCritical Illness InsuranceConfidentiality
About the role
Key responsibilities & impact- Input and prepare life and critical illness insurance applications and contracts
- Perform self-checks for accuracy before quality control
- Print, bind, and assemble contracts
- Review and index documents from advisors and clients
- Triage and prioritize shared inbox emails
- Route, follow up on, and resolve inquiries
- Prepare, package, and mail medical information and letters confidentially
- Maintain 98% or better accuracy and productivity using reference tools, job aids, and Excel tracking reports
- Conduct daily research to identify gaps and potential issues
- Manage client service needs and expectations
- Work flexibly and solve problems in a fast-paced environment
Requirements
What you’ll need- Bilingual French and English required
- Proficient in Microsoft Word and Excel
- Proven keyboarding skills with speed, accuracy, and attention to detail
- Strong written communication skills
- Ability to correspond concisely with internal teams
- Ability to multitask and manage high volumes of work
- Availability for overtime
- Knowledge of individual life insurance is an asset
Benefits
Comp & perks- Flexible work environment
- Learning and career growth opportunities
- Health benefits
- Dental benefits
- Mental health benefits
- Vision benefits
- Short- and long-term disability insurance coverage
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans, including pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days
- Statutory leaves of absence
- Incentive programs and incentive compensation tied to business and individual performance
