Customer Service Specialist, Bilingual
Canada Life
full-time
Posted on:
Location Type: Hybrid
Location: Montreal • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$49,900 - CA$74,800 per year
Job Level
Mid-LevelSenior
About the role
- Handling plan and member maintenance on GPAS, including data updates, financial transactions and reporting
- Handling various inquiries, telephone calls etc. from multiple audiences
- The daily management of a block of business
- Fostering relationships with plan administrators, brokers, advisors and plan members
- Handling sensitive and complex issues in a timely and accurate manner
- Standard and customized client reporting, including the completion of Annual Information Returns and responding to inquiries from external auditors
- End to end daily administration (including contribution processing, investment fund changes, payment of member benefits, basic reporting and supporting advisors and plan administrators)
Requirements
- Bilingualism (fluent in French and English) required
- Customer service focused with a positive can do attitude
- Strong communication skills - both written and verbal
- Organized and able to work in a dynamic and changing environment
- Strong interpersonal skills with the ability to work independently and as part of a larger team
- Self-motivated with an ability to effectively multi-task and meet tight deadlines
- Ability and desire to produce quality work
- Fluency in Microsoft Office tools including Word and Outlook, proficient in Excel
- Knowledge of investment/retirement arrangements and/or GRS business processes an asset
- Knowledge of rules and regulations as they relate to GRS products an asset
- Reliability Status Security Clearance – this can only be completed with candidates who receive an offer of employment.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data updatesfinancial transactionsreportingcontribution processinginvestment fund changespayment of member benefitsAnnual Information ReturnsGRS business processesrules and regulations related to GRS products
Soft skills
bilingualismcustomer servicestrong communication skillsorganizational skillsinterpersonal skillsself-motivatedmulti-taskingability to meet deadlinespositive attitude
Certifications
Reliability Status Security Clearance