Agent, Client Service and Administration
Core
Process insurance applications, manage policy transactions, and handle client inquiries to deliver a high-quality customer experience in the individual insurance sector.
Role type
Client service and administration agent
Builds
Insurance policies, contracts, and client correspondence
Domain
Insurance and financial services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
processing insurance applications, transaction management, contract issuance, client communication, policy administration, banking changes, beneficiary updates, coverage modifications, annual renewals, case escalation, Microsoft Office Suite, French (fluent)
Preferred skills
college diploma in administration, insurance, or financial services, 1-2 years of relevant experience, attention to detail, autonomy, analytical abilities, multitasking, organizational skills
Responsibilities
Process new insurance applications, ensure transaction compliance, issue contracts, respond to client calls and inquiries, manage day-to-day transactions, maintain productivity and accuracy, escalate complex cases, participate in team meetings
Seniority
Entry-level to Junior, hands-on IC