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Financial Security Technician B
BenevaFinancial Security Technician B (Night) responsible for client support and administrative tasks in insurance and retirement services. Communicates with clients and advisors regarding various inquiries and solutions.
About the role
Key responsibilities & impact- Follow up on Investment and Retirement client requests
- Support advisors and sales partners
- Perform various calculations and compilations related to quote requests
- Communicate with external advisors
- Carry out general administrative tasks
- Process various transactions in designated computer systems
- Greet visitors and respond to information requests
Requirements
What you’ll need- College diploma
- A life/personal insurance license is an asset
- Strong verbal communication skills
- Fluency in spoken and written French
- Advanced proficiency in spoken and written English
Benefits
Comp & perks- Financial security program
- Defined benefit pension plan
- Group insurance for you and your family
- Flexible schedule
- Paid time off
- Telemedicine service
- Employee Assistance Program (EAP)
ATS Keywords
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Soft Skills
strong verbal communication skillsfluency in spoken and written Frenchadvanced proficiency in spoken and written English
Certifications
life insurance licensepersonal insurance license