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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates exceptional customer service and communication skills while effectively managing relationships with Corporate Accounts, National Accounts, and Independent Advisors. Proficient in problem-solving and adapting to change, with a strong understanding of life insurance terminology and products.
Highest-signal resume keywords
Customer Service ExperienceExcellent Oral And Written Communication SkillsInterpersonal SkillsOrganizational SkillsBilingualism In English And French
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Life Insurance TerminologyProblem IdentificationCase Management
Soft Skills
AdaptabilityTeam PlayerInfluencing SkillsAttention To Detail
Industry Keywords
Corporate Account SupportNational Account SupportIndependent Advisor SupportChange Management
About the role
Key responsibilities & impact- Provide proactive support to Corporate Account, National Account, and Independent Advisor offices
- Liaise with internal departments to ensure new life insurance applications are processed in a timely and efficient manner
- Build one-to-one relationships with assigned branches as a consistent point of contact throughout the life of the policy
- Proactively follow up on pending cases to ensure service standards are met
- Anticipate customer needs and make outbound calls, send emails, and issue notifications
- Keep customers informed about important case details
- Assume ownership of assigned files and understand urgency
- Help solve problems that may prevent files from progressing through the process efficiently
Requirements
What you’ll need- Excellent oral and written communication skills
- Proven customer service experience
- Ability to interact effectively and professionally with all levels of management
- Strong interpersonal skills and ability to work as a team player
- Adaptability and ability to handle ongoing change management
- Ability to research, identify problems, and contribute to solutions
- Ability to recognize when to escalate exceptions
- Ability to influence, convince, direct, and persuade others effectively
- Exceptional organizational skills and attention to detail
- Knowledge of individual life insurance terminology and products is an asset
- Bilingualism in English and French is an asset; required for successful candidates in Québec supporting clients from various provinces outside Québec
Benefits
Comp & perks- Flexible work environment
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans
- 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
- Learning and career growth support
- Well-being and inclusion support
- Incentive programs and incentive compensation tied to business and individual performance