Customer Service Representative Job in Clarke Financial Planning and Insurance Services

Customer Service Representative

Winnipeg, MB, CA, Canada

Clarke Financial Planning and Insurance Services

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Job Description

You will be responsible for answering incoming calls, emails, faxes and written correspondence in a professional and courteous manner. Assisting employers and members with their group insurance and pension applications, claim and change forms and submitting the applications, claims and change forms to their insurance company. Help members and employers by providing them with group insurance and pension information in a timely and accurate manner using online services. Able to investigate and solve member health, vision, dental, disability and death claim issues. You will also work with our employer's plan administrators to review, verify, advise, correct, calculate, and file group insurance and pension applications to group insurance and pension partners. Support agents with their individual client's investments and insurance administration issues.

Required skills

the ability to use a Windows PC with Microsoft Word and Excel.

Additional skills that are helpful are experience with Contact Relationship Management software and Adobe Acrobat Standard software. You must be able to work in a fast-paced, well-established team-oriented office environment reporting to the Supervisor of Customer Service. Other assigned duties as specified or requested. The work schedule is

Monday to Friday, 8:30 am to 5:00 pm

, with 1 hour for lunch. There is no overtime and no sales work. Preference will be given to applicants who hold or have previously held a

Manitoba Life Insurance License

and/or

Mutual Fund License

. Training will be provided to the successful applicant.

Summary

As a Customer Service Representative, you will be essential in delivering outstanding support to our clients, ensuring their needs are met with professionalism and care.

Job Type: Permanent

Pay: From $45,000.00 per year

Benefits:

Disability insurance Life insurance On-site parking
Ability to commute/relocate:

Winnipeg, MB R2C 1P9: reliably commute or plan to relocate before starting work (required)
Education:

Secondary School (required)
Experience:

Customer Service: 5 years (required)
Licence/Certification:

LLQP and/or Mutual Fund License(s) (preferred)
Work Location: In person

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