Partners Service Agent

Beneva

Agents de service aux partenaires fournissant un soutien téléphonique et par écrit aux clients et aux conseillers. Analyse de requêtes et recherche de solutions optimales pour le service à la clientèle.

Posted 7/1/2026full-timeLongueuil • 🇨🇦 CanadaJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Provide phone and written service to administrative staff of MGAs, advisors, and our clients for active policies
Receive inquiries from MGA administrative staff, sales teams, and sales support (by phone or email), as well as from advisors and clients; analyze the nature of the requests and relay the appropriate information
Identify optimal solutions to each issue raised by our partners by communicating with internal stakeholders (underwriting, policy issuance, sales support, actuarial, etc.)
Handle correspondence related to complex cases that require a client response for recently submitted files
Act as a point of contact and provide necessary support to less experienced colleagues or other departments to ensure service quality targets are consistently met or exceeded
Propose new working methods to improve operational efficiency, service quality, and the customer experience
Produce reports on activities related to in-force business
Answer overflow lines for individual life insurance customer service

Requirements

What you’ll need

DEC (Diploma of College Studies) in Accounting and Management Technology or in Administration — Finance option, or equivalent
FLMI, ALMI, or ACS designation is an asset
Minimum of 2 years of experience in a similar role
Experience in new business or individual life insurance is an asset
Advanced proficiency in English, both spoken and written, due to the nature of the tasks, tools, and interactions with English-speaking colleagues, partners, clients, or suppliers

Benefits

Comp & perks

Health insurance
Defined benefit pension plan
Group insurance for you and your family
Flexible schedule
Paid time off

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Analysis of InquiriesReport ProductionPolicy IssuanceUnderwriting SupportClient Correspondence

Soft Skills

CommunicationCollaborationMentoring

Certifications

FLMIALMIACS