A typical day would involve :
- Provide quality service and solutions specific to the existing life insurance policies in order to minimize risk to policyholders, insurance providers, and Vancity.
- Apply a service standard of responding to policyholders in a timely manner to mitigate any escalations or diminish the organizations reputational risk.
- Liaise with the relevant insurance carriers to keep up to date with the policy or product changes to assist with the maintenance of the existing policies.
- Apply compliance and risk standards, policies, procedures, and controls to meet regulatory requirements and mitigate risk.
You have :
- A subject-matter expert you possess significant knowledge in your functional area and ensure to keep updated with the most relevant developments in your space.
- A Strong Communicator - with an ability to utilize your interpersonal skills to provide highly specialized expertise and advice, address challenges and issues.
You are :
Minimum 2 years (ideally 5 years) of experience in Financial Services, with at least two years of experience working directly with customers / members;
or an equivalent combination of education and experience.
- Strong exposure & confidence in working with customers & clients over the phone (e.g. former experience in inbound or outbound calls)
- Post Secondary Education / Diploma
- A working knowledge of financial and insurance products.
- Eligibility or Current Possession of Life License Qualification Program (LLQP)
Bonus Points :
Certified Life Underwriter (CLU)
We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don't perfectly align with those listed.
The salary range for the role is $49,700 to $74,500 and a candidate’s offer is likely to be up to the mid-point of the role ($62,100) .
The upper half of the salary range is typically reserved for individuals who have demonstrated consistent strong performance in the role and possess a high level of job knowledge and skill.
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