Bilingual Associate, New Business – Individual
Core
Input and prepare life and critical illness insurance applications and contracts, manage shared inboxes, and process medical correspondence for clients.
Role type
Associate insurance operations specialist
Builds
Insurance contracts and client correspondence
Domain
Life insurance and financial services
Required skills
Bilingual communication (French & English), Microsoft Word and Excel proficiency, high-speed keyboarding, multi-tasking
Preferred skills
Customer focus, flexibility, problem-solving, knowledge of individual life insurance
Responsibilities
Input and prepare life and critical illness insurance applications and contracts, Triage and prioritize emails in a shared inbox, Prepare, package and mail medical information and letters to insurance companies and clients, Conduct daily research to identify gaps and potential issues
Seniority
Entry-level to Junior