Bilingual Inforce Policy Specialist
Core
Handle sensitive billing and policy change inquiries, process payments and deposits, and resolve customer issues for life insurance policies.
Role type
Inforce Policy Specialist
Builds
Customer service resolutions and policy administration workflows
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Bilingual communication (French & English), policy administration, payment processing, customer inquiry resolution, research and history checks
Preferred skills
Mainframe systems knowledge, Life Benefits and Living Benefits experience, analytical abilities, fast-paced environment adaptability
Responsibilities
Handle sensitive issues to ensure customer satisfaction, apply premium payments and deposits, facilitate changes in payment mode and banking details, process wire and refund transactions, respond to general billing and policy change inquiries, conduct research and histories
Seniority
Individual Contributor, operational level