Policy Service Representative (Bilingual Required)

Company: CGIC

Department: Retail Sales

Employment Type: Temporary Full-Time (12 - 15 months)

Work Model: Remote

Language: Bilingualism in English and French is required.

Additional Information: There are 5 positions available.

The Opportunity

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.

The Policy Service Representative will be responsible for policy transactions within the policy and associated client systems to support Broker Acquisition. You will support internal and external clients in a professional and confident manner, issue appropriate documentation, review identified reports, and complete appropriate actions. You will contribute to the effective and efficient delivery of services within defined service standards.

How You Will Create Impact

• Processing new business and renewals and providing appropriate correspondence to policyholders, agents, and financial institutions.
• Supporting inquiries from internal clients, identifying challenges, taking appropriate action, and escalating matters.
• Reviewing risks, updating and rating policies for renewal, and escalating to underwriting as per guidelines.
• Investigating and actioning system generated reports and contributing to the department quality and service standards by completing work assigned.
  
  
  

How You Will Succeed

• You influence change and are committed to continuous improvement, in order to exceed client expectations. 
• You leverage critical thinking skills to identify problems and proactively propose solutions.
• Your strong communication skills allow you to clearly convey messages. 
• You’re an effective team player who shares knowledge to support your peers.
  
  
  

To Join Our Team

• You have one year of experience in an office environment.
• You have completed post-secondary education.
• You have accurate keyboarding skills and aptitude for numerical calculations.
• You have demonstrated competency in the use of email, internet, and MS Office.
• Having experience with PolicyCenter and Salesforce is an asset.
• Proficiency in French is essential to the main duties in this role, including servicing and communicating primarily with majority francophone clients, groups, teams. The essential non-English duties are not assignable to adjacent or other team members.
  
  
  

What You Need To Know

• Repetitive, transactional tasks where accuracy is essential.
• Extended work hours, including weekends, may be required during peak periods.
• You will work on a virtual team or remotely. A high degree of autonomy is required.
• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.
  
  
  

What’s in it for you?

• Training and development opportunities to grow your career.
• Flexible work options to support personal and family needs.
• A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
• Volunteer opportunities to give back to your community.