Key skills
Communication
About this role
Role Overview
- Provide proactive support to Corporate, National, and Independent Advisor offices
- Build strong one-to-one relationships with assigned branches
- Follow up on pending cases to ensure service standards and timelines are met
- Communicate key updates through calls, emails, and notifications
- Take ownership of assigned files and resolve issues that could delay progress
- Identify and remove obstacles in the case process to keep applications moving effectively
Requirements
- Bilingualism (French & English) is an asset
- Proven customer service experience with professionalism across all management levels
- Strong oral and written communication skills
- Effective team player with strong interpersonal abilities
- Adaptable and comfortable operating through continuous change
- Strong problem-solving, organizational skills, and attention to detail
- Knowledge of life insurance terminology is an asset
Benefits
- health, dental, mental health, vision insurance
- short
- and long-term disability coverage
- life and AD&D insurance
- adoption/surrogacy benefits
- wellness benefits
- employee/family assistance plans
- retirement savings plans (including pension and global share ownership plan with employer matching)
- financial education and counseling resources
- generous paid time off including holidays, vacation, personal, and sick days