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policy clerk - insurance @ Lynne C Romero Solutions Inc.

CAOnsiteFull-time
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About this role

Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years. Work setting: Insurance. Financial management/services. Tasks: Calculate interest payments. Calculate service charges. Process claims transactions. Store, update and retrieve financial data. Administer policy changes. Prepare stocks, bonds and securities listings data. Process applications for loans and mortgages. Provide clients with information. Collect premium payments. Prepare RRSP and term deposits. Sort, verify and process financial transactions. Calculate insurance premiums. Maintain financial information and securities listings. Calculate annuity payments. Compile and maintain insurance data and records. Notify customers regarding account discrepancies. Provide customer service. Provide investment information and service to clients. Maintain filing system. Insurance experience: Health insurance. Life insurance products. Individual insurance. Area of work experience: Policy and administration. Correspondence. Area of specialization: Communications. Screening questions: Are you currently a student?. Do you have experience working in this field?. Do you have the required certifications listed in the job posting?. Experience: 2 years to less than 3 years. Financial benefits: Life insurance. Other benefits: Free parking available.

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