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Customer Service Representative – Life Insurance Specialist
iA Financial Group (Industrial Alliance)Agent service clientèle chez iA Financial Group, centre de soutien aux conseillers en assurance vie. Répondre aux demandes, valider les dossiers et résoudre les problèmes administratifs au premier contact.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical and problem-solving skills while effectively managing administrative processes for individual life insurance. Capable of building trust-based relationships with stakeholders and promoting collaboration across teams.
Highest-signal resume keywords
DEC In Business Administration2 Years Of Relevant ExperienceAdvanced English ProficiencyAnalytical And Problem-Solving SkillsRelationship Building
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Adaptability To ChangeTeam PlayerProactive Attitude
Tools & Technologies
New Technologies
Industry Keywords
Individual Life InsuranceSales Force SupportAdministrative ProcessesWork ProceduresCommunication And Collaboration
About the role
Key responsibilities & impact- Respond to calls, emails and chats from the sales force
- Assist the sales force with administrative processes for individual life insurance
- Adhere to the manufacturer's procedures and the firm's obligations for sales and transactions on in-force contracts
- Understand the sales force's needs and ensure their satisfaction
- Handle more complex files in close collaboration with insurer/manufacturer teams
- Verify that the firm's files are complete
- Participate in ongoing training on policies, procedures and systems
- Contribute to the development and improvement of work procedures
- Promote communication and collaboration between Insurance specialists, agencies, support and Career services teams, and insurer teams
Requirements
What you’ll need- DEC (College diploma) in Business Administration or a related field
- 2 years of relevant experience
- Comfortable with new technologies
- Strong analytical and problem-solving skills
- Strong ability to build trust-based relationships with key stakeholders
- High adaptability to change
- Positive team player
- Proactive and motivated attitude
- Advanced level of English proficiency to handle daily calls and emails in English with English-speaking advisors and sales agents
Benefits
Comp & perks- A work environment that combines learning and development with a shared commitment to excellence
- A healthy, safe, equitable and inclusive workplace
- Opportunity to work in a hybrid work environment
- Group insurance
- Competitive retirement plan
- Vacation plan
- Telemedicine
- Employee and Family Assistance Program