policy clerk - insurance

Overview

Languages

English

Education

• College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
• or equivalent experience

Experience

2 years to less than 3 years

On site

Work must be completed at the physical location. There is no option to work remotely.

Work setting

• Insurance
• Financial management/services

Responsibilities

Tasks

• Process claims transactions
• Store, update and retrieve financial data
• Administer policy changes
• Prepare stocks, bonds and securities listings data
• Provide clients with information
• Prepare RRSP and term deposits
• Sort, verify and process financial transactions
• Calculate insurance premiums
• Maintain financial information and securities listings
• Compile and maintain insurance data and records
• Notify customers regarding account discrepancies
• Provide customer service
• Provide investment information and service to clients
• Maintain filing system

Experience and specialization

Insurance experience

• Health insurance
• Life insurance products
• Individual insurance

Area of work experience

• Policy and administration
• Correspondence

Additional information

Work conditions and physical capabilities

• Fast-paced environment
• Work under pressure
• Tight deadlines
• Attention to detail

Personal suitability

• Accurate
• Client focus
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Organized
• Team player

Benefits

Financial benefits

• Life insurance

Other benefits

• Free parking available