Customer Service Associate

Our client, a leading insurance broker and consultant, is looking for Client Service Associates to join their team. We are looking for insurance agents/brokers with strong customer service skills and a valid LLQP license. 

Full-time; temp to perm role 

Location: Toronto, ON

Salary: $45K-$60K, based on experience

Summary: This position supports and is responsible for the smooth and efficient processing of Individual Life applications and maintaining regular contact with carriers and vendors.

Job Responsibilities:

• Prepare FEPO form (pre-populating information) and ensuring information is correct
• Request quotes from Carriers (Great-West Life, Manulife, Canada Life)
• Input proposals for clients into template
• Maintain contact with clients via email/text to review documents and follow up as necessary.
• Ensure client information is accurate and up-to-date (mailing/home address, email, phone number, stage of study, etc.)
• Ongoing liaison & communication between Client, Broker & Insurance carrier (Underwriter or Case Coordinator) via telephone, email & mail
• Maintain accurate records of all customer files/calls & correspondences between 3rd parties
• Be able to utilize/have knowledge of Sales Force
   

Qualifications:

• Completed university degree or college diploma
• Hold valid LLQP license
• Minimum 1-3 years’ experience working in the insurance industry - within an agent/broker capacity Excellent Customer Service experience
• Basic financial underwriting knowledge
• Be able to read and understand Tax returns & financial statements
• Strong interpersonal and communication skills
• Must be extremely detail oriented
• Strong verbal and written communication skills with clients and colleagues
• Excellent client management ability
• Able to prioritize, multi task and meet urgent deadlines
• Ability to work in a demanding and fast-paced environment
   

HOW TO APPLY:

Please send your resume to careers@gc-employment.com with the subject line “Client Service Associate_Toronto”

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