Bilingual Elite Inforce Case Coordinator

Position Responsibilities

• Build one-to-one relationships with their assigned branches by being a consistent point of contact for them during the life of the policy;
• Pro-actively follow-up on all pending cases to ensure service standards are being met;
• Anticipate the needs of their customers and perform outbound calls, e-mails or any notifications to keep them informed of the details that are important to them;
• Assume ownership of the files assigned, understand any urgency and assist to solve the problems that may prevent a file from moving through the process as quickly as possible.
• Required Qualifications:
• Exhibit excellent communication skills, both oral and written, and demonstrate proven customer service experience with the ability to interact effectively and professionally with all levels of management. Be a team player with strong interpersonal skills.
• Fully bilingual (French/English): The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.
• Preferred Qualifications:
• Must be adaptable and capable of handling ongoing change management. Possess the ability to research, identify problems, and contribute to finding solutions, including recognizing when to escalate exceptions to provide superior service.
• Demonstrate the ability to influence, convince, direct, and persuade others effectively.
• Show exceptional organizational skills and attention to detail.
• Knowledge of individual life insurance terminology and products is considered an asset.
• When you join our team:
• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.
• #LI-HYBRID
• The role being advertised is an existing vacancy.