Senior Banker serving financial center clients by uncovering their banking needs and providing tailored solutions. Collaborating with teams to enhance client experience and deliver excellent service.
About the role
- Customer Service Associate at Canada Life offering assistance to clients in both French and English. Responsible for communication and support related to policy inquiries and management.
Responsibilities
- Provide high-quality customer service to policyholders, advisors/brokers, directors (Living Benefits), accountants, lawyers, financial institutions, and various head office teams.
- Provide technical or contractual information and guidance as required by explaining policy contractual provisions, tax regulations, existing guidelines, and system-related processes.
- Handle inquiries received by email and by telephone.
- Consult experienced colleagues as needed to identify satisfactory solutions.
- Accurately manage contractual and non-contractual changes.
- For changes and rate estimates, ensure appropriate authorizations are obtained, complex calculations are completed, and records in our systems are correctly updated.
- Maintain practical knowledge and understanding of current and legacy Living Benefits products.
- Regularly provide feedback to your supervisor to improve workflow, processes, and procedures.
- Consistently meet or exceed production and service quality standards.
- Accurately index and sort incoming work that has been completed in our workflow system.
- Contribute to specific tasks or projects in support of the service's objectives.
Requirements
- Bilingualism (fluency in French and English) is required, as the role will regularly serve both French- and English-speaking clients.
- Self-motivated with the ability to manage demanding workloads.
- Demonstrated customer service skills.
- Proven ability to learn and understand new concepts and a strong attention to detail.
- Excellent mathematics and problem-solving skills.
- Strong interpersonal communication skills and the ability to work effectively in a team.
- Ability to demonstrate flexibility, initiative, sound judgment, and discretion.
- Commitment to ongoing training and professional development by completing company and industry-related courses.
- Strong organizational skills and excellent time-management abilities.
- Post-secondary degree in a related field (asset).
Benefits
- Professional development: We offer opportunities for career advancement, access to leading learning programs, and tuition reimbursement of up to $2,000 per year.
- Health and well-being: We provide flexible medical and dental coverage, as well as $5,000 coverage for mental health care to support your well-being.
- Time off: In addition to vacation and personal days, we offer a dedicated volunteer day to support community involvement.
- Financial security: Employees have access to a pension plan with employer matching contributions, an employee share purchase plan, and other investment options.
- Rewards and recognition: We offer recognition programs and employee discounts, and we celebrate important service anniversaries.
- Sense of belonging: We provide a workplace where employees feel connected and supported through employee resource groups (ERGs), mentoring programs, social committees, and a variety of events.
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