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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. or equivalent experience. Work setting: Insurance. Financial management/services. Tasks: Process claims transactions. Store, update and retrieve financial data. Administer policy changes. Prepare stocks, bonds and securities listings data. Provide clients with information. Prepare RRSP and term deposits. Sort, verify and process financial transactions. Calculate insurance premiums. Maintain financial information and securities listings. 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. Work conditions and physical capabilities: Fast-paced environment. Work under pressure. Tight deadlines. Attention to detail. Personal suitability: Accurate. Client focus. Efficient interpersonal skills. Excellent oral communication. Excellent written communication. Organized. Team player. Screening questions: Are you available to start on the date listed in the job posting?. Are you currently a student?. Do you have experience working in this field?. Experience: 2 years to less than 3 years. Financial benefits: Life insurance. Other benefits: Free parking available.

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