Overview
Languages
English
Education
- Bachelor's degree
- or equivalent experience
Experience
1 year to less than 2 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Asset languages
- Panjabi
- Hindi
Work setting
- Insurance company
Responsibilities
Tasks
- Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
- Establish work priorities and ensure procedures are followed and deadlines are met
- Monitor insurance claims and respond to clients' enquiries
- Assist in the preparation of operating budget and maintain inventory and budgetary controls
- Review and evaluate new administrative procedures
- Assemble data and prepare periodic and special reports, manuals and correspondence
- Ensure appropriate forms, medical examinations and other policy requirements are completed
- Investigate complaints
Experience and specialization
Computer and technology knowledge
- MS Excel
- MS Office
Area of specialization
- Wealth management
- Reports
Additional information
Work conditions and physical capabilities
- Attention to detail
- Fast-paced environment
- Large caseload
- Tight deadlines
- Work under pressure
Personal suitability
- Accurate
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Flexibility
- Judgement
- Organized
- Team player
- Integrity
- Quick learner
Benefits
Financial benefits
- Bonus
Other benefits
- Free parking available
